Adam Knapik has been an investment adviser representative at Reston Wealth Management since July 2021, and is not listed among the firm’s executive officers or direct owners.
Reston Wealth Management, LLC. is a Reston, VA firm with $590M under management, 491 clients and 3 advisers in one office, as of its March 2026 filing.
Adam Knapik’s longest registration was 5 years at Charles Schwab & Co., Inc. (2015–2021). Before joining Reston Wealth Management in 2021, Adam Knapik was registered through Charles Schwab & Co., Inc.
- Reston Wealth ManagementCurrent– present · 5 yearsReston, VA · Adviser representative · Firm CRD 148816
- Charles Schwab & Co., Inc.– · 5 yearsAnnapolis, MD · Adviser representative · Firm CRD 5393
Investment adviser representative registrations
Adam Knapik is registered as an investment adviser representative in Virginia, since July 2021.
- VirginiaSince 13 July 2021
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 30 November 2015 |
| Series 7 | General Securities Representative Examination | 18 November 2015 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Adam James Knapik
- CRD
- 6530945
- Firm
- Reston Wealth Management · CRD 148816
- Office
- 1984 ISAAC NEWTON SQUARE WEST, SUITE 107, Reston, VA 20190-5039
- Registration
- Investment adviser registration
- In the industry since
- November 2015
- Disciplinary history
- Not yet shown here · SEC record
Where does Adam Knapik work?
Adam Knapik is an investment adviser representative registered through Reston Wealth Management, LLC. since July 2021, and is not listed among the firm’s executive officers or direct owners.
Is Adam Knapik a financial advisor?
Yes. Adam Knapik has a current investment-adviser registration in Virginia, through Reston Wealth Management since July 2021.
How many years of experience does Adam Knapik have?
Adam Knapik has 10 years in the financial industry, since November 2015, across 2 adviser firms.
What exams has Adam Knapik passed?
Adam Knapik has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in November 2015. FINRA credited Adam Knapik with the SIE, which began in October 2018.
Where is Adam Knapik based?
Adam Knapik’s registered office is in Reston, VA.
Is Adam Knapik registered with FINRA?
No. Adam Knapik has no current broker registration.
How can I verify Adam Knapik’s record?
Search CRD 6530945 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Adam Knapik’s full registration record.