Adam G. Mcbride
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Adam Gregory Mcbride, who also goes by Adem Gregory Mcbride, was a registered financial professional .
Adam is a previously registered financial professional and started their career in finance in 2005. Adam had worked at 4 firms and has passed the Series 66 and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
September 14, 2022 - December 15, 2025
CHESAPEAKE ASSET MANAGEMENT LLC
November 8, 2006 - June 27, 2008
BOFA ADVISORS, LLC
November 8, 2006 - June 27, 2008
BOFA DISTRIBUTORS, INC.
February 18, 2005 - November 21, 2006
UBS FINANCIAL SERVICES INC.
Primary Firm SEC Registration
CHESAPEAKE ASSET MANAGEMENT LLC
CRD#: 108994 / SEC#: 801-55211
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Current Firm
CHESAPEAKE ASSET MANAGEMENT LLC
CRD#: 108994 / SEC#: 801-55211
Contact information
SEC notice filing (15 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 406 |
| AUM (Assets Under Management) | $ 721,316,872 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 10/20/2025 | ||
| 12/05/2023 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
