Tyler Robinson has been an investment adviser representative at Adapt Wealth Advisors since March 2024, and is not listed among the firm’s executive officers or direct owners. Tyler Robinson holds a Degree in Accounting & Finance from the University of North Georgia.
Adapt Wealth Advisors, LLC is an Atlanta, GA firm with $469M under management, 463 clients and 10 advisers across 3 offices, as of its September 2026 filing.
Tyler Robinson is Investment Analyst and Tax Strategist at Adapt Wealth Advisors, based in Atlanta, Georgia. His background includes tax return preparation, portfolio analysis and real estate development accounting.
Tyler Robinson’s longest registration is the current one, 2 years at Adapt Wealth Advisors since 2024. Before joining Adapt Wealth Advisors in 2024, Tyler Robinson was registered through Cambridge Investment Research Advisors, Inc.
- Adapt Wealth Advisors, LLCCurrent– present · 2 yearsAtlanta, GA · Adviser representative · Firm CRD 329448
- Cambridge Investment Research Advisors, Inc.– · 1 yearAtlanta, GA · Adviser representative · Firm CRD 134139
Professional designations
Listed by Adapt Wealth Advisors
- Certified Public Accountant (CPA)
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
Investment adviser representative registrations
Tyler Robinson is registered as an investment adviser representative in Georgia, since March 2024.
- GeorgiaSince 11 March 2024
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 66 | Uniform Combined State Law Examination | 28 January 2023 |
| Series 7TO | General Securities Representative Examination | 24 September 2022 |
| SIE | Securities Industry Essentials Examination | 4 June 2022 |
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Name
- Securities Industry Essentials Examination
- CRD
- 7320708
- Firm
- Adapt Wealth Advisors · CRD 329448
- Office
- 6285 BARFIELD RD., SUITE 250, Atlanta, GA 30328
- Registration
- Investment adviser registration
- In the industry since
- October 2022
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- adaptwealthadvisors.com
Where does Tyler Robinson work?
Tyler Robinson is an investment adviser representative registered through Adapt Wealth Advisors, LLC since March 2024, and is not listed among the firm’s executive officers or direct owners.
Is Tyler Robinson a financial advisor?
Yes. Tyler Robinson has a current investment-adviser registration in Georgia, through Adapt Wealth Advisors since March 2024.
How many years of experience does Tyler Robinson have?
Tyler Robinson has 4 years in the financial industry, since October 2022, across 2 adviser firms.
What exams has Tyler Robinson passed?
Tyler Robinson has passed 3 licensing exams: the SIE, Series 7TO and Series 66. The earliest, the SIE, was passed in June 2022.
Where did Tyler Robinson work before Adapt Wealth Advisors?
Before Adapt Wealth Advisors, Tyler Robinson was registered through Cambridge Investment Research Advisors, Inc., February 2023 to February 2024.
Where is Tyler Robinson based?
Tyler Robinson’s registered office is in Atlanta, GA.
Is Tyler Robinson registered with FINRA?
No. Tyler Robinson has no current broker registration.
Is Tyler Robinson a CFP?
Adapt Wealth Advisors lists Tyler Robinson with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
How can I verify Tyler Robinson’s record?
Search CRD 7320708 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Tyler Robinson’s full registration record.
Jake BryantMember, Manager and Chief Executive Officer- Donnie RobinsonChief Operating Officer
- Roseann HigginsChief Compliance Officer