Be advised. This advisor is no longer registered as an Independent Advisor Representative. They may still be registered as a broker.
Robert Kimball, financial advisor Philadelphia PA
89 score

Robert Kimball

CRD Number: 6214483
Current Firm: Mcadam LLC

Robert Kimball (CRD# 6214483) is an Investment Advisor Representative working at Mcadam LLC in Philadelphia, PA and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
J.p. Morgan Securities LLC New York, NY Jul 2015 - Current 1
Purshe Kaplan Sterling Investments Albany, NY Oct 2014 - Jun 2015 < 1
Mcadam LLC Philadelphia, PA Oct 2014 - Jun 2015 < 1
Voya Financial Philadelphia, PA Sep 2014 - Oct 2014 < 1
Mcadam Financial Group Philadelphia, PA Apr 2014 - Oct 2014 < 1
Ing Financial Partners Philadelphia, PA Apr 2014 - Sep 2014 < 1
Roots Steakhouse Morristown, NJ Feb 2014 - May 2014 < 1
Hennion & Walsh, Inc. Parsippany, NJ Jun 2013 - Feb 2014 < 1
Bush's Seafood Restaurant Sea Isle City, NJ May 2003 - Sep 2013 10
Unemployed Seaville, NJ Sep 2012 - Jun 2013 < 1
Student Seaville, NJ Aug 2003 - Sep 2012 9
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 2013
S66 NASAA Uniform Combined State Law Examination May 2014
Contact Info for Robert M. Kimball
Phone Number: (888) 614-5323
Firm Website:
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
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


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

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