Mark Dimatteo (CRD# 7276507) is an Investment Advisor Representative working at Mcadam LLC in Philadelphia, PA and has over 3 years of experience in the finance industry.
CRD# 1272342
Lpl Financial LLC
CRD# 6436358
Planning Capital Management Corp.
CRD# 6237585
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Mcadam LLC | Philadelphia, PA | Mar 2020 - Current | 4 |
| Iron Hill Brewery | West Chester, PA | Sep 2019 - Mar 2020 | < 1 |
| Catholic University Of America | Washington, DC | Sep 2013 - Mar 2020 | 6 |
| Kildare's Irish Pub | West Chester, PA | Oct 2018 - Apr 2019 | < 1 |
| Ifly World | King Of Prussia, PA | Oct 2018 - Apr 2019 | < 1 |
| Redbull | Aston, PA | May 2018 - Oct 2018 | < 1 |
| Chima Brazilian Steakhouse | Philadelphia, PA | Jan 2018 - May 2018 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Jul 2020 |
- PA
- 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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