Adam Platt has been an investment adviser representative at Kendall Capital Management since October 2025, and is not listed among the firm’s executive officers or direct owners. Adam Platt holds a Bachelor's degree in finance from the University of Florida and a Juris Doctor from Brooklyn Law School.
Kendall Capital Management is a Rockville, MD firm with $744M under management, 352 clients and 7 advisers across 2 offices, as of its March 2026 filing.
Adam Platt is Relationship Manager at Kendall Capital, based in Rockville, Maryland. He provides comprehensive financial planning services for new and existing clients. He began his career as an attorney focusing on estate planning and real estate, spent over a decade at Value Line researching companies, and then joined Bogart Wealth, first in portfolio management and then as a financial planner.
Adam Platt’s longest registration is the current one, 1 year at Kendall Capital Management since 2025. Before joining Kendall Capital Management in 2025, Adam Platt was registered through Bogart Wealth, LLC.
- Kendall Capital ManagementCurrent– present · 1 yearRockville, MD · Adviser representative · Firm CRD 134740
- Bogart Wealth, LLC– · under a yearMcLean, VA · Adviser representative · Firm CRD 283886
Professional designations
Listed by Kendall Capital Management
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
Investment adviser representative registrations
Adam Platt is registered as an investment adviser representative in Maryland, since October 2025.
- MarylandSince 24 October 2025
Examinations
No examinations are on Adam Platt’s record.
- Full name
- Adam James Platt
- CRD
- 8154114
- Firm
- Kendall Capital Management · CRD 134740
- Office
- 2000 TOWER OAKS BOULEVARD, SUITE 240, Rockville, MD 20852
- Registration
- Investment adviser registration
- In the industry since
- September 2025
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- kendallcapital.com
Where does Adam Platt work?
Adam Platt is an investment adviser representative registered through Kendall Capital Management since October 2025, and is not listed among the firm’s executive officers or direct owners.
Is Adam Platt a financial advisor?
Yes. Adam Platt has a current investment-adviser registration in Maryland, through Kendall Capital Management since October 2025.
How many years of experience does Adam Platt have?
Adam Platt has 1 year in the financial industry, since September 2025, across 2 adviser firms.
Where did Adam Platt work before Kendall Capital Management?
Before Kendall Capital Management, Adam Platt was registered through Bogart Wealth, LLC, August 2025 to October 2025.
Where is Adam Platt based?
Adam Platt’s registered office is in Rockville, MD.
Is Adam Platt registered with FINRA?
No. Adam Platt has no current broker registration.
Is Adam Platt a CFP?
Kendall Capital Management lists Adam Platt with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
How can I verify Adam Platt’s record?
Search CRD 8154114 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Adam Platt’s full registration record.
