Keith Keller, financial advisor Philadelphia PA
93 score

Keith Keller

CRD Number: 5893046
Current Firm: Mcadam LLC

Keith Keller (CRD# 5893046) is an Investment Advisor Representative working at Mcadam LLC in Philadelphia, PA and has over 5 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 2
Mcadam LLC Philadelphia, PA Oct 2014 - Current 2
Mcadam Financial Group Philadelphia, PA Apr 2011 - Oct 2014 3
Ing Financial Partners, Inc. Philadelphia, PA Mar 2011 - Oct 2014 3
Sei Investments Oaks, PA Apr 2008 - Mar 2011 2
Century 21 Alliance Philadelphia, PA Jan 2010 - Jan 2011 1
Jg Wentworth Bryn Mawr, PA Jan 2008 - Apr 2008 < 1
Keystone Real Estate And Management Lancaster, PA Aug 2007 - Dec 2007 < 1
Millersville University Millersville, PA Aug 2003 - Dec 2007 4
Landamerica Lawyers Title Insurance Company Lancaster, PA Aug 2003 - Aug 2006 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 2011
S65 NASAA Investment Advisors Law Examination May 2011
Contact Info for Keith M. Keller
Phone Number: (888) 614-5323
Firm Website: http://mcadamfa.com
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
    186
    MILLIONS
  • Total Number of Accounts
    2,434
    ACCOUNTS
  • Average Account Value
    $76,497
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

CA, CT, DC, DE, FL, GA, IL, MA, MD, NC, NH, NJ, NY, PA, RI, TX, VA

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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