Cody Diamore, financial advisor Philadelphia PA

Cody Diamore

CRD Number: 6364842
Current Firm: Mcadam LLC

Cody Diamore (CRD# 6364842) is an Investment Advisor Representative working at Mcadam LLC in Philadelphia, PA and has over 9 years of experience in the finance industry.

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Company Name Location Dates Years
Purshe Kaplan Sterling Investments Albany, NY Dec 2014 - Current 9
Mcadam, LLC Philadelphia, PA Oct 2014 - Current 10
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 2014
S65 NASAA Investment Advisors Law Examination Feb 2019
Contact Info for Cody Diamore
Phone Number: (888) 614-5323
Registered State(s):
  • PA
  • TX
By the Numbers
  • Total Assets Under Management
    1,739
    MILLIONS
  • Total Number of Accounts
    8,964
    ACCOUNTS
  • Average Account Value
    $194,004
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, 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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