Adam Wayne Minor
Investment adviser representative at Rbs Wealth Management
13 yearsExperience
1 stateRegistered in
$322.3MFirm assets
1 yearFirm 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 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
13 years in the industry.
- Rbs Wealth ManagementAug 2025 to now
- United Realty ServicesSep 2018 to now
- Benjamin F. Edwards Wealth Management, LLCFeb 2023 to Aug 2025
- Hometown Development Co.Jan 2018 to Jan 2023
- Robert Half Management ResourcesFeb 2017 to Dec 2017
- American International Foods, Inc.Jun 2013 to Jan 2017
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 1 state (MI).
Rbs Wealth Management
Legal name: Rbs Wealth Management, LLC
$322.3MAssets managed
472Clients
2Advisers
1 yearIn 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
- 7694602
- Firm CRD
- 336536