Brian KeenanCRD Number: 6217930
Current Firm: Mcadam LLC
Brian Keenan (CRD# 6217930) is an Investment Advisor Representative working at Mcadam LLC in Boston, MA and has over 3 years of experience in the finance industry.
Walnut Hill Advisors, LLC
Advanced Portfolio Design, LLC
|Mcadam LLC||Philadelphia, PA||Oct 2014 - Current||2|
|Purshe Kaplan Sterling Investments, Inc.||Albany, NY||Oct 2014 - Current||2|
|Mcadam Financial Group||Boston, MA||Sep 2013 - Oct 2014||1|
|Ing Financial Partners||Boston, MA||Jul 2013 - Oct 2014||1|
|Boston Univ.||Boston, MA||Sep 2009 - Jul 2013||3|
|St John's Prep||Danvers, MA||Sep 2005 - Sep 2009||4|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Sep 2013|
Total Assets Under Management186MILLIONS
Total Number of Accounts2,434ACCOUNTS
Average Account Value$76,497
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
CA, CT, DC, DE, FL, GA, IL, MA, MD, NC, NH, NJ, NY, PA, RI, TX, VA
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