Zachary Kaufman (CRD# 7313338) is an Investment Advisor Representative working at Mcadam LLC in Philadelphia, PA and has over 3 years of experience in the finance industry.
CRD# 6691058
Vanguard Advisers, Inc.
CRD# 2432429
Avantax Advisory Services
CRD# 5002082
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Mcadam LLC | Boston, MA | Mar 2022 - Current | 2 |
| Mcadam LLC | Palm Beach, FL | Jun 2020 - Current | 3 |
| Florida State University | Tallahassee, FL | Aug 2016 - May 2020 | 3 |
| The Strip Entertainment Group | Tallahassee, FL | Aug 2017 - Nov 2019 | 2 |
| Stoneman Douglas High School | Parkland, FL | Aug 2012 - Jun 2016 | 3 |
| Chipotle Mexican Grill | Coral Springs, FL | May 2015 - May 2016 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Nov 2020 |
- FL
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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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