Zachry McMann (CRD# 7465233) is an Investment Advisor Representative working at Mcadam LLC in Boston, MA and has over 2 years of experience in the finance industry.
CRD# 4927658
Claro Advisors, LLC
CRD# 4999983
Fidelity Personal And Workplace Advisors
CRD# 4999910
Fidelity Personal And Workplace Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Mcadam LLC | Boston, MA | Aug 2022 - Current | 1 |
| Mcadam LLC | Boston, MA | May 2021 - Current | 3 |
| Southern New Hampshire University | Manchaster, NH | Aug 2017 - May 2021 | 3 |
| New England Wire Technology | Lisbon, NH | May 2018 - Sep 2020 | 2 |
| Shaw's Supermarket | Lancaster, NH | Jul 2015 - Jul 2018 | 3 |
| White Mountain Regional High School | Whitefield, NH | Sep 2013 - Jun 2017 | 3 |
| Santa's Village | Jefferson, NH | Jul 2014 - Aug 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Oct 2021 |
- MA
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Total Assets Under Management1,739MILLIONS
-
Total Number of Accounts8,964ACCOUNTS
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Average Account Value$194,004
- 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)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, NC, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, TN, TX, UT, VA, VT, WA, WI, WV
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