Robert CarrollCRD Number: 5530121
Current Firm: Mcadam LLC
Robert Carroll (CRD# 5530121) is an Investment Advisor Representative working at Mcadam LLC in Philadelphia, PA and has over 13 years of experience in the finance industry.
Oppenheimer & Company Inc.
Lpl Financial LLC
Planning Capital Management Corp.
|Mcadam LLC||Philadelphia, PA||Oct 2014 - Current||7|
|Purshe Kaplan Sterling Investments, Inc.||Albany, NY||Oct 2014 - Current||7|
|Mcadam Financial Group||Philadelphia, PA||Aug 2012 - Oct 2014||2|
|Ing Financial Partners, Inc.||Boston, MA||Jun 2008 - Oct 2014||6|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Sep 2008|
|S65||NASAA Investment Advisors Law Examination||Jan 2009|
Total Assets Under Management1,236MILLIONS
Total Number of Accounts6,645ACCOUNTS
Average Account Value$186,077
- 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, 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, PA, RI, SC, TN, TX, VA, VT, WA, WI, WV
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