Stephen Hodgetts, financial advisor Boston MA
89 score

Stephen Hodgetts

CRD Number: 6227153
Current Firm: Mcadam LLC

Stephen Hodgetts (CRD# 6227153) is an Investment Advisor Representative working at Mcadam LLC in Boston, MA and has over 4 years of experience in the finance industry.

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Advanced Portfolio Design, LLC
Company Name Location Dates Years
Mcadam LLC Philadelphia, PA Oct 2014 - Current 3
Purshe Kaplan Sterling Investments, Inc. Albany, NY Oct 2014 - Current 3
Mcadam Financial Group Boston, MA Sep 2013 - Oct 2014 1
Ing Financial Partners, Inc. Philadelphia, PA Aug 2013 - Oct 2014 1
Unemployed Sudbury, MA Jun 2013 - Aug 2013 < 1
Providence College P, RI Sep 2010 - Jun 2013 2
Providence College Athletic Department Providence, RI Sep 2010 - Jun 2013 2
Providence College Physical Plant Providence, RI Jun 2012 - Sep 2012 < 1
Pawtucket Red Sox Pawtucket, RI Jun 2012 - Aug 2012 < 1
Bmb Automotive Waltham, MA Jun 2006 - Aug 2012 6
University Of Massachusetts Darmouth North Dartmouth, MA Sep 2009 - Jun 2010 < 1
Lincoln-sudbury Regional High School Sudbury, MA Sep 2005 - Jun 2009 3
Longfellow Fitness Center Wayland, MA Nov 2008 - Apr 2009 < 1
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Oct 2013
S63 Uniform Securities State Law Examination Sep 2013
Contact Info for Stephen W. Hodgetts
Phone Number: (888) 614-5323
Firm Website:
Registered State(s):
  • MA
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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)
Types of Clients
Registered States


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Clean Record
This advisor has a clean track record with regulators.

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