Jacob Waldman (CRD# 6205396) is an Investment Advisor Representative working at Mcadam LLC in Hingham, MA and has over 10 years of experience in the finance industry.
CRD# 4046712
Stonehearth Capital Management
CRD# 2086353
Fidelity Personal And Workplace Advisors
CRD# 5046672
Lido
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Purshe Kaplan Sterling Investments, Inc. | Albany, NY | Mar 2020 - Current | 4 |
| Mcadam Llc Dba Lrvs Advisory LLC | Philadelphia, PA | Jan 2020 - Current | 4 |
| Penn Mutual Life Insurance Co | Horsham, PA | Aug 2016 - Jan 2020 | 3 |
| Hornor Townsend & Kent Inc. | Horsham, PA | Aug 2016 - Jan 2020 | 3 |
| Purshe Kaplan Sterling Investments | Albany, NY | Oct 2014 - Aug 2016 | 1 |
| Mcadam, LLC | Jersey City, NJ | Oct 2014 - Aug 2016 | 1 |
| Pharma Advisers | Boston, MA | Aug 2014 - Aug 2016 | 2 |
| Mcadam Financial Group | Boston, MA | Jul 2013 - Oct 2014 | 1 |
| Ing Financial Partners | Boston, MA | Jun 2013 - Oct 2014 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Sep 2013 |
- MA
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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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