Oshaka Pinto, financial advisor Philadelphia PA

Oshaka Pinto

CRD Number: 6755777
Current Firm: Mcadam LLC

Oshaka Pinto (CRD# 6755777) is an Investment Advisor Representative working at Mcadam LLC in Philadelphia, PA and has over 7 years of experience in the finance industry.

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Company Name Location Dates Years
Mcadam LLC Philadelphia, PA Jan 2022 - Current 2
Mcadam LLC Philadelphia, PA Feb 2017 - Current 7
Purshe Kaplan Sterling Investments Albany, NY Feb 2017 - May 2017 < 1
St Josephs University Philadelphia, PA Aug 2015 - Dec 2016 1
Philadelphia University Philadelphia, PA Aug 2014 - Aug 2015 1
Philadelphia University Philadelphia, PA Jan 2011 - Aug 2014 3
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Mar 2017
S63 Uniform Securities State Law Examination Mar 2017
Contact Info for Oshaka L. Pinto
Phone Number: (888) 614-5323
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
    1,255
    MILLIONS
  • Total Number of Accounts
    7,779
    ACCOUNTS
  • Average Account Value
    $161,392
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, 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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