Dominic Phuah (CRD# 7292773) is an Investment Advisor Representative working at Mcadam LLC in Philadelphia, PA and has over 3 years of experience in the finance industry.
CRD# 6279325
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 6691058
Vanguard Advisers, Inc.
CRD# 2432429
Avantax Advisory Services
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Mcadam LLC | Boston, MA | Jun 2020 - Current | 3 |
| University Of Massachusetts | Amherst, MA | Sep 2016 - Aug 2020 | 3 |
| Thayer Inc, Maintenance Worker | Cambridge, MA | May 2015 - Aug 2019 | 4 |
| Lexington High School | Lexington, MA | Sep 2012 - Aug 2016 | 3 |
| Star Market | Waltham, MA | Feb 2014 - Jan 2015 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Aug 2020 |
- MA
- TX
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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)
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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