Bryan Cooney, financial advisor Philadelphia PA

Bryan Cooney

CRD Number: 6257484
Current Firm: Mcadam LLC

Bryan Cooney (CRD# 6257484) is an Investment Advisor Representative working at Mcadam LLC in Philadelphia, PA and has over 8 years of experience in the finance industry.

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Company Name Location Dates Years
Purshe Kaplan Sterling Investments Albany, NY Oct 2014 - Current 7
Mcadam LLC Philadelphia, PA Oct 2014 - Current 7
Ja Bentley & Co Chicago, IL Jul 2014 - Oct 2014 < 1
Mcadam Financial Group Philadelphia, PA Jul 2014 - Oct 2014 < 1
Ing Financial Partners Philadelphia, PA Jun 2014 - Oct 2014 < 1
Lebanon Valley College Annville, PA Aug 2010 - May 2014 3
Northwestern Mutual Lancaster, PA Aug 2013 - Apr 2014 < 1
Foot Locker, Inc. King Of Prussia, PA Aug 2009 - Jan 2014 4
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jul 2014
Contact Info for Bryan J. Cooney
Phone Number: (888) 614-5323
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
    1,236
    MILLIONS
  • Total Number of Accounts
    6,645
    ACCOUNTS
  • Average Account Value
    $186,077
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

AK, AR, AZ, CA, CO, CT, DC, DE, FL, GA, IL, IN, KY, LA, MA, MD, ME, MI, MN, MO, NC, NH, NJ, NM, NV, NY, OH, OK, PA, RI, SC, TN, TX, VA, VT, WA, WI, WV

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