Adam Michael Millman
Investment adviser representative at Mariner
10 yearsExperience
1 stateRegistered in
$125.4BFirm assets
20 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
10 years in the industry.
- MarinerMar 2026 to now
- Zacks Investment ManagementAug 2025 to Mar 2026
- Fisher InvestmentsNov 2020 to Aug 2025
- Transamerica Investors Securities CorporationJun 2018 to Nov 2020
- Transamerica Retirement SolutionsJun 2018 to Nov 2020
- USAA Investment Management CompanyJan 2018 to Jun 2018
- USAA Financial Planning ServicesOct 2016 to Jun 2018
- USAA Financial Advisors Inc.Aug 2016 to Jun 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2016
- Series 65 · Uniform Investment Adviser Law2017
State registrations
Registered as an investment adviser representative in 1 state (TX).
Mariner
Legal name: Mariner, LLC
$125.4BAssets managed
55,512Clients
991Advisers
20 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6695248
- Firm CRD
- 140195