Adam Michael Millman

Employer firm

Mariner CRD 140195

$125B regulatory AUM 216 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2016 → 06/2018
  Usaa Financial Advisors Inc.
  Tampa, FL
• 04/2014 → 10/2016
  Usaa Financial Planning Service Insurance Agency Inc
  Tampa, FL
• 10/2016 → 06/2018
  Usaa Financial Planning Services
  Tampa, FL
• 01/2018 → 06/2018
  Usaa Investment Management Company
  San Antonio, TX
• 06/2018 → 11/2020
  Transamerica Retirement Solutions
  St. Petersburg, FL
• 06/2018 → 11/2020
  Transamerica Investors Securities Corporation
  St. Peterbsurg, FL
• 11/2020 → 08/2025
  Fisher Investments
  Plano, TX
• 08/2025 → 03/2026
  Zacks Investment Management
  Chicago, IL
• 03/2026 → Present
  Mariner
  Overland Park, KS

Previous Registrations

• 2025-08-06 → 2026-03-12
  Zacks Investment Management, Inc.
  Chicago, IL
  Mckinney, TX
• 2020-12-03 → 2025-08-08
  Fisher Investments
  Plano, TX
  Plano, TX
• 2018-06-15 → 2020-11-10
  Transamerica Retirement Advisors, Llc
  St. Petersburg, FL
• 2018-01-08 → 2018-06-08
  Usaa Investment Services Company
  San Antonio, TX
• 2017-04-20 → 2018-01-08
  Usaa Financial Planning Services
  Tampa, FL

Other Businesses

Dirty Slush Co.; Not investment related, Plano, TX, Concession food trailer, LLC Member & Co Owner, Start date: 05/2/2026, 0 hour per month, 0 during trading hours

Exams

• S65 Uniform Investment Adviser Law Examination
  2017-04-07
• S63 Uniform Securities Agent State Law Examination
  2016-10-10

Other Names

• Adam Millman
• Adam Michael Millman