Adam Powell
Investment adviser representative at Private Advisory
19 yearsExperience
1 stateRegistered in
$2.1BFirm assets
12 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsPerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
19 years in the industry.
- Private AdvisoryOct 2025 to now
- The Retirement Solution Inc.Dec 2020 to Oct 2025
- Toyota of KirklandDec 2019 to Dec 2020
- Lexus of BellevueJun 2019 to Dec 2019
- Toyota of KirklandJan 2007 to Jun 2019
Exams passed
- Series 65 · Uniform Investment Adviser Law2020
State registrations
Registered as an investment adviser representative in 1 state (WA).
Private Advisory
Legal name: Private Advisory Group LLC
$2.1BAssets managed
929Clients
18Advisers
12 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
- 7330188
- Firm CRD
- 170043