Jeffrey Van SiclenCRD Number: 6075974
Current Firm: Mcadam LLC
Jeffrey Van Siclen (CRD# 6075974) is an Investment Advisor Representative working at Mcadam LLC in Vienna, VA and has over 5 years of experience in the finance industry.
David Wealth Management, LLC
Aegis Wealth Management LLC
Palatine Advisors, Inc.
|Purshe Kaplan Sterling Investments||Albany, NY||Oct 2014 - Current||2|
|Mcadam, LLC||Tyson Corner, VA||Oct 2014 - Current||2|
|Ja Bentley & Co||Chicago, IL||Aug 2014 - Current||3|
|Mcadam Financial Group||Tysons Corner, VA||Aug 2013 - Oct 2014||1|
|Ing Financial Partners, Inc.||Tysons Corner, VA||Jun 2012 - Oct 2014||2|
|Dynatrace Software||Waltham, MA||Nov 2010 - Jun 2012||1|
|Babson College||Babson Park, MA||Sep 2010 - May 2012||1|
|Gentle Giant Moving Company||Somerville, MA||Apr 2010 - Aug 2010||< 1|
|University Of Massachusetts Boston||Boston, MA||Sep 2008 - May 2010||1|
|Dj's At The Garden||Boston, MA||Sep 2009 - Nov 2009||< 1|
|Paparazzi Trattoria Bar||Concord, MA||Apr 2008 - Aug 2008||< 1|
|Atkinson Sports||Swan River,||Jan 2008 - Mar 2008||< 1|
|Swan Valley Stampeders||Swan River,||Jan 2008 - Mar 2008||< 1|
|Winkler Flyers||Winkler,||Sep 2007 - Jan 2008||< 1|
|Chili's Bar & Grill||San Ramon, CA||May 2007 - Aug 2007||< 1|
|Cowichan Valley Capitals||Duncan,||Sep 2006 - Apr 2007||< 1|
|Chili's Bar & Grill||San Ramon, CA||Jan 2006 - Aug 2006||< 1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Aug 2012|
|S65||NASAA Investment Advisors Law Examination||Sep 2012|
Total Assets Under Management186MILLIONS
Total Number of Accounts2,434ACCOUNTS
Average Account Value$76,497
- 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)
CA, CT, DC, DE, FL, GA, IL, MA, MD, NC, NH, NJ, NY, PA, RI, TX, VA
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