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Tyler Robinson

Investment adviser representative at Adapt Wealth Advisors, LLC
10 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$469.2MFirm 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
  • Pension consulting

Experience

10 years in the industry.

  1. Adapt Wealth Advisors, LLCFeb 2024 to now
  2. Fuller and CompanyDec 2020 to Feb 2024
  3. Rangewater Real EstateNov 2019 to Oct 2020
  4. Georgia Department of AuditsJun 2017 to Sep 2019
  5. Smith & HowardNov 2016 to Apr 2017

Designations

  • CFP® certification

Exams passed

  • Series 66 · Uniform Combined State Law2023

State registrations

Registered as an investment adviser representative in 1 state (GA).

Adapt Wealth Advisors, LLC

$469.2MAssets managed
463Clients
7Advisers
2 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
7320708
Firm CRD
329448
Advisor's SEC record (opens in a new tab)
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