Troy Harrison Brown
Investment adviser representative at Tidecrest Wealth Management, LLC
11 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$249.7MFirm assets
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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
Experience
11 years in the industry.
- Tidecrest Wealth Management, LLCAug 2024 to now
- Bank of America, N.A.Jul 2018 to Aug 2024
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedSep 2016 to Aug 2024
- California Polytechnic State UniversitySep 2015 to Jun 2017
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2017
State registrations
Registered as an investment adviser representative in 1 state (CA).
Tidecrest Wealth Management, LLC
$249.7MAssets managed
101Clients
3Advisers
2 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
- 6698540
- Firm CRD
- 332422