Andrew Duffy (CRD# 7271130) is an Investment Advisor Representative working at Mcadam LLC in Philadelphia, PA and has 1 year of experience in the finance industry.
CRD# 1272342
Lpl Financial LLC
CRD# 5002082
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 2629855
Investment Management & Planning LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Mcadam LLC | Chicago, IL | Jun 2022 - Current | 1 |
| University Of Michigan | Ann Arbor, MI | Aug 2018 - Apr 2022 | 3 |
| Raymond James Branch | Birmingham, MI | May 2021 - Aug 2021 | < 1 |
| Raymond James Branch | Birmingham, MI | May 2020 - Aug 2020 | < 1 |
| Primos Pizza | Birmingham, MI | May 2018 - Aug 2018 | < 1 |
| Seaholm High School | Birmingham, MI | Sep 2014 - May 2018 | 3 |
| Wequetonsing Association | Harbor Springs, MI | Jun 2014 - Aug 2017 | 3 |
| Birmingham Covington School | Birmingham, MI | Sep 2008 - Jun 2014 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Sep 2022 |
- IL
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Total Assets Under Management1,739MILLIONS
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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)
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