Unclaimed
Adam Tyson Huitt is a financial professional with over 16 years of experience in the industry. Adam has a strong background in investment banking and securities, having worked for several prominent firms including Wells Fargo Securities, LLC, BlackArch Securities LLC, and Robert W. Baird & Co. Incorporated. Currently, Adam is a Registered Representative at RBC Capital Markets, LLC, a leading global financial institution, where Adam focuses on providing a range of financial services, including investment management, financial planning, and portfolio management for individuals, businesses, and institutions. Adam is committed to providing personalized advice and guidance to help clients achieve their financial goals.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Service public & private employee benefit plans, endowment funds, foundations, family trusts & various capital/operating funds
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
NC
05/05/2023 - Present
RBC Capital Markets, LLC (Charlotte NC)
NC
10/14/2020 - 05/18/2023
ROBERT W. BAIRD & CO. INCORPORATED (CHARLOTTE NC)
NC
12/19/2017 - 09/30/2020
BLACKARCH SECURITIES LLC (CHARLOTTE NC)
NC
09/12/2007 - 12/07/2017
WELLS FARGO SECURITIES, LLC (CHARLOTTE NC)
BC
Issued 09/14/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/24/2024
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/11/2007
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX PEARL, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Adam Huitt is the right advisor for you? Invested Better is here to help.