Trey Farrer has been an investment adviser representative at Adams Wealth Management since February 2025, and is not listed among the firm’s executive officers or direct owners.
Adams Wealth Management LLC is a Logan, UT firm with $566M under management, 703 clients and 11 advisers across 2 offices, as of its August 2026 filing.
Trey Farrer’s longest registration is the current one, 1 year at Adams Wealth Management since 2025. Before joining Adams Wealth Management in 2025, Trey Farrer was registered through Fidelity Personal and Workplace Advisors.
- Adams Wealth AdvisorsCurrent– present · 1 yearSt. George, UT · Adviser representative · Firm CRD 286087
- Fidelity Personal and Workplace Advisors– · under a yearOrem, UT · Adviser representative · Firm CRD 288590
Investment adviser representative registrations
Trey Farrer is registered as an investment adviser representative in 2 states. Each was approved in February 2025.
- TexasSince 11 February 2025
- UtahSince 12 February 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 66 | Uniform Combined State Law Examination | 25 October 2024 |
| Series 7TO | General Securities Representative Examination | 24 September 2024 |
| SIE | Securities Industry Essentials Examination | 23 August 2024 |
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Name
- Securities Industry Essentials Examination
- Full name
- Trey J Farrer
- CRD
- 7965889
- Firm
- Adams Wealth Management · CRD 286087
- Office
- 491 N. Bluff St., Suite #200, St. George, UT 84770
- Registration
- Investment adviser registration
- In the industry since
- October 2024
- Disciplinary history
- Not yet shown here · SEC record
Where does Trey Farrer work?
Trey Farrer is an investment adviser representative registered through Adams Wealth Management LLC since February 2025, and is not listed among the firm’s executive officers or direct owners.
Is Trey Farrer a financial advisor?
Yes. Trey Farrer has a current investment-adviser registration in Texas and Utah, through Adams Wealth Management since February 2025.
How many years of experience does Trey Farrer have?
Trey Farrer has 1 year in the financial industry, since October 2024, across 2 adviser firms.
What exams has Trey Farrer passed?
Trey Farrer has passed 3 licensing exams: the SIE, Series 7TO and Series 66. The earliest, the SIE, was passed in August 2024.
Where did Trey Farrer work before Adams Wealth Management?
Before Adams Wealth Management, Trey Farrer was registered through Fidelity Personal and Workplace Advisors, November 2024 to January 2025.
Where is Trey Farrer based?
Trey Farrer’s registered office is in St. George, UT.
Is Trey Farrer registered with FINRA?
No. Trey Farrer has no current broker registration.
How can I verify Trey Farrer’s record?
Search CRD 7965889 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Trey Farrer’s full registration record.
