Joshua D. Marcus

TIDAL CREEK CAPITAL ADVISORS

Philadelphia, PA

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CRD#: 7284959

Professional summary

Joshua Dean Marcus is a registered financial advisor currently at TIDAL CREEK CAPITAL ADVISORS located in Philadelphia, Pennsylvania.

Joshua is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2020. Joshua has worked at 1 firm and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Joshua Dean Marcus's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

December 14, 2020 - Present

TIDAL CREEK CAPITAL ADVISORS

RIA

CRD#: 287840

Philadelphia, PA

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

California
(1/15/2021)

IAR

Florida
(1/20/2021)

IAR

Georgia
(7/27/2022)

IAR

South Carolina
(12/14/2020)

IAR

Texas
(1/15/2021)

IAR

Virginia
(1/15/2021)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 12/13/2020

Uniform Investment Adviser Law Examination

Current Firm

TIDAL CREEK CAPITAL ADVISORS

BLACKWELL BOYD WEALTH MANAGEMENT | TIDAL CREEK CAPITAL ADVISORS | LIVE OAK MANAGEMENT GROUP, LLC

CRD#: 287840 / SEC#:

California

Registered Investment Advisory firm - (5/24/2017 Approved)

Florida

Registered Investment Advisory firm - (2/14/2018 Approved)

Georgia

Registered Investment Advisory firm - (7/27/2022 Approved)

Louisiana

Registered Investment Advisory firm - (12/31/2023 Terminated)

New Hampshire

Registered Investment Advisory firm - (11/4/2022 Approved)

North Carolina

Registered Investment Advisory firm - (4/20/2022 Approved)

South Carolina

Registered Investment Advisory firm - (5/23/2017 Approved)

Tennessee

Registered Investment Advisory firm - (9/23/2022 Approved)

Texas

Registered Investment Advisory firm - (5/31/2017 Approved)

Virginia

Registered Investment Advisory firm - (7/26/2017 Approved)

West Virginia

Registered Investment Advisory firm - (3/20/2020 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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Contact information

Main Address

18 Palmetto Way Suite B, Bluffton, SC 29910

Mailing Address

Phone number

(843) 540-1149

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	170
AUM (Assets Under Management)	$ 104,805,000

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.

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Joshua D. Marcus

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Joshua Dean Marcus's CRS (Customer Relationship Summary).

Certified licenses

Experience

TIDAL CREEK CAPITAL ADVISORS

State Registrations and Notice Filings

Exams

Series 65

Date: 12/13/2020

Current Firm

TIDAL CREEK CAPITAL ADVISORS

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

TIDAL CREEK CAPITAL ADVISORS

TRUST BUT VERIFY

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