Adam Reed has been an investment adviser representative at Providence Wealth Management since March 2025, and is not listed among the firm’s executive officers or direct owners.
Providence Wealth Management LLC is a Knoxville, TN firm with $152M under management, 206 clients and 3 advisers in one office, as of its April 2026 filing.
- – present · 1 yearKnoxville, TN · Adviser representative · Firm CRD 144902
Investment adviser representative registrations
Adam Reed is registered as an investment adviser representative in 3 states. Each was approved in March 2025.
- LouisianaSince 13 March 2025
- TennesseeSince 13 March 2025
- TexasSince 13 March 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 24 February 2025 |
| Series 63 | Uniform Securities Agent State Law Examination | 20 December 2024 |
| Series 6TO | Investment Company Products/Variable Contracts Representative Examination | 7 October 2024 |
| SIE | Securities Industry Essentials Examination | 2 November 2023 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Name
- Securities Industry Essentials Examination
- Full name
- Adam Bryant Reed
- CRD
- 7730152
- Firm
- Providence Wealth Management · CRD 144902
- Office
- 2030 FALLING WATERS ROAD, SUITE 175, Knoxville, TN 37922
- Registration
- Investment adviser registration
- In the industry since
- December 2024
- Disciplinary history
- Not yet shown here · SEC record
Where does Adam Reed work?
Adam Reed is an investment adviser representative registered through Providence Wealth Management LLC since March 2025, and is not listed among the firm’s executive officers or direct owners.
Is Adam Reed a financial advisor?
Yes. Adam Reed has a current investment-adviser registration in Louisiana, Tennessee and Texas, through Providence Wealth Management since March 2025.
How many years of experience does Adam Reed have?
Adam Reed has 1 year in the financial industry, since December 2024, across 1 adviser firm.
What exams has Adam Reed passed?
Adam Reed has passed 4 licensing exams: the SIE, Series 6TO, Series 63 and Series 65. The earliest, the SIE, was passed in November 2023.
Where is Adam Reed based?
Adam Reed’s registered office is in Knoxville, TN.
Is Adam Reed registered with FINRA?
No. Adam Reed has no current broker registration.
How can I verify Adam Reed’s record?
Search CRD 7730152 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Adam Reed’s full registration record.
