Adam R. Mcmillian

TIDEMARK

Danbury, NC

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CRD#: 7502104

Professional summary

Adam Russell Mcmillian is a registered financial advisor currently at TIDEMARK, LLC located in Danbury, North Carolina.

Adam is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2023. Adam has worked at 3 firms and has passed the Series 66, Series 7TO and SIE exams.

At a Glance

Always Fiduciary

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 Adam Russell Mcmillian's CRS (Customer Relationship Summary).

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

June 25, 2026 - Present

TIDEMARK, LLC

RIA

CRD#: 327611

Danbury, NC

Past

June 3, 2024 - June 12, 2026

CANNON WEALTH MANAGEMENT SERVICES

RIA

CRD#: 323302

WINSTON SALEM, NC

Past

December 16, 2023 - June 12, 2026

PRIVATE CLIENT SERVICES, LLC

CRD#: 120222

Winston Salem, NC

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

TIDEMARK, LLC

TIDEMARK FINANCIAL PARTNERS | TIDEMARK, LLC

CRD#: 327611 / SEC#: 801-128758

RIA

Registered Investment Advisory firm - (9/20/2023 Approved)

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

North Carolina
(6/25/2026)

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 66

Date: 2/23/2024

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7TO

Date: 12/15/2023

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 6/24/2023

Securities Industry Essentials Examination

Current Firm

TIDEMARK, LLC

TIDEMARK FINANCIAL PARTNERS | TIDEMARK, LLC

CRD#: 327611 / SEC#: 801-128758

RIA

Registered Investment Advisory firm - (9/20/2023 Approved)

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Contact information

Main Address

5405 Morehouse Dr. Suite 345, San Diego, CA 92121

Mailing Address

Phone number

(888) 791-0197

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (11 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

TIDEMARK ADV PART 2A (3/4/2025)

Regulatory assets under management

Total Number of Accounts	1,567
AUM (Assets Under Management)	$ 344,558,488

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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Adam R. Mcmillian

Professional summary

At a Glance

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Adam Russell Mcmillian's CRS (Customer Relationship Summary).

Certified licenses

Experience

TIDEMARK, LLC

CANNON WEALTH MANAGEMENT SERVICES

PRIVATE CLIENT SERVICES, LLC

Primary Firm SEC Registration

TIDEMARK, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 2/23/2024

Series 7TO

Date: 12/15/2023

SIE

Date: 6/24/2023

Current Firm

TIDEMARK, LLC

Contact information

SEC notice filing (11 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

TIDEMARK, LLC

TRUST BUT VERIFY

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