Adam Underwood
Investment adviser representative at Rockbridge Investment Management, LLC
13 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$1.8BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
13 years in the industry.
- Rockbridge Investment Management, LLCMar 2022 to now
- Equitable Advisors, LLCAug 2018 to Feb 2022
- AXA AdvisorsAug 2018 to Jun 2020
- UnemployedFeb 2018 to Aug 2018
- St. Johns UniversityAug 2014 to May 2018
- McdonaldsSep 2013 to Feb 2018
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2018
State registrations
Registered as an investment adviser representative in 1 state (NY).
Rockbridge Investment Management, LLC
$1.8BAssets managed
1,587Clients
11Advisers
24 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6975948
- Firm CRD
- 115754