Adam Ackerman
Advisor at Wealth Rabbit
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Wealth Rabbit
Location
Rock Hill, SC 29732
Credentials
CFP®, Series 63, Series 65
Industry experience
11 years
About
Adam Ackerman is a CFP® with 11 years of industry experience, currently serving as an advisor at Wealth Rabbit in Rock Hill, SC. His prior roles include positions at Consolidated Securities, Consolidated Investment Advisors, and Edward Jones. Outside of his advisory work, Ackerman is president and chief compliance officer of BNA Wealth Inc., a broker-dealer and SEC-registered investment adviser. Wealth Rabbit provides discretionary investment advisory and portfolio management services through its mobile app, serving individual users including high-net-worth clients and onboarding many via employer relationships. The firm offers five model portfolios managed on a discretionary basis, combining ETFs, mutual funds, and individual securities, with client profiles and risk scores guiding portfolio selection and rebalancing.
Expertise
Based on Wealth Rabbit
Wealth management
Passive / index investing
Active portfolio management
Fee options
$0 - $249,999: 0.50% $250,000 - $499,999: 0.40% $500,000 - $749,999: 0.30% $750,000 - $999,999: 0.25% $1,000,000+: 0.20%
Location
2685 Celanese Road, Ste 100
Rock Hill, SC 29732
Most active in
Adam A has reported serving >5 clients in these states in the last 12 months.
North Carolina · South Carolina
Work history
Consolidated Securities
2020 - Present (6 years)
Consolidated Investment Advisors
2016 - 2020 (4 years)
Edward Jones
2015 - 2016 (1 year)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Kirk B
CFP®, PFS™, Series 63
Marvin, NC
Block Wealth Management, Inc
Matthew F
CFP®, CFA®
Charlotte, NC
PB Wealth, LLC
My Financial Background: I am a CFA® Charterholder and CFP® Professional. For over a decade I served in various roles at Morgan Stanley and BNP Paribas in the New York metro area before relocating to Charlotte, North Carolina in 2021 where I was most recently a Vice President at Bank of America. Why I founded PB Wealth: I started PB Wealth to make a real impact in people’s lives, specifically focusing on professionals and families who may have some time before they retire, but they are in their peak decision-making years and need someone that truly invests in and empowers them. Starting my own RIA has given me the flexibility and independence I need to serve clients in their best interest, without compromise. My Mission: I believe a financial advisor should meet you where you are, whether you’re just starting out or whether you’re in your peak earning years, it should not matter. My mission is to help you build a life that is truly meaningful to you and that starts with getting to know who you are and what matters most to you.
Jeffrey V
Series 65
Rock Hill, SC
Venables Financial Solutions
Evan G
CFP®
Charlotte, NC
Grey Private Capital
John M
Series 63, Series 65
Tega Cay, SC
JM Tax & Financial LLC
Carlton P
Series 63, Series 65
Fort Mill, SC
Asset Investment Solutions, LLC
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")