AB
AB
Adam Burnett
28 Years of Experience
Knoxville, TN
1 DisclosureBroker
Adam Burnett is a registered investment advisor at Cetera Investment Advisers LLC, based in Knoxville, TN, with 28 years of industry experience. Adam operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
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Location
413 Northshore Dr, Knoxville, TN, 37919
Get directionsHistory
Regulatory History (1)
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Customer Dispute
March 2009Denied
Other Business Activities
Adam works as a financial professional for Millennium Wealth Management, a DBA for financial services, dedicating about a quarter of his time. He spends a few hours per week during trading hours.
Employment History
Current Registrations
Cetera Investment Advisers LLC
June 2023 - Present · 3 yrs 3 mos
Cetera Wealth Services, LLCBroker
October 2021 - Present · 4 yrs 11 mos
Previous Registrations
Cetera Advisor Networks LLC
October 2021 - June 2023 · 1 yr 8 mos
Robert W. Baird & CO. Incorporated
October 2019 - November 2021 · 2 yrs 1 mo
Robert W. Baird & CO. IncorporatedBroker
October 2019 - November 2021 · 2 yrs 1 mo
J.J.B. Hilliard, W.L. Lyons, LLC
August 2018 - October 2019 · 1 yr 2 mos
J.J.B. Hilliard, W.L. Lyons, LLCBroker
August 2018 - October 2019 · 1 yr 2 mos
Suntrust Advisory Services, INC.
August 2016 - August 2018 · 2 yrs
Suntrust Investment Services, INC.Broker
July 2011 - August 2018 · 7 yrs 1 mo
Suntrust Investment Services, INC.
July 2011 - December 2016 · 5 yrs 5 mos
First Tennessee Advisory Services, INC.
March 2009 - July 2011 · 2 yrs 4 mos
Ftb Advisors, INC.
March 2004 - July 2011 · 7 yrs 4 mos
First Tennessee Brokerage, INC.Broker
July 2002 - July 2011 · 9 yrs
Morgan Stanley Dw INC.Broker
June 1997 - July 2002 · 5 yrs 1 mo
State Registrations7 states
HIKYNCOKSCTNWA
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.