Adam Neelly is a registered investment advisor, based in Franklin, TN, with 4 years of industry experience.
Location
751 Cool Springs Blvd, Suite 200, Franklin, TN, 37067
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Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Adam is an independent insurance broker for United Health Care since April 2023. He also works for Williamson County Schools, dedicating about 10-20% of his time to this role.
Employment History
Current Registrations
Newedge Advisors
January 2026 - Present · 3 mos
Newedge Securities, LLCBroker
January 2026 - Present · 3 mos
Previous Registrations
Ameriprise Financial Services, LLC
November 2021 - February 2026 · 4 yrs 3 mos
Ameriprise Financial Services, LLCBroker
September 2021 - February 2026 · 4 yrs 5 mos
State Registrations14 states
ALAZFLILINKSKYMDMSNCSCTNTXVA
AdvisorBrokerBoth
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.