Markus Malmgren, financial advisor Vienna VA

Markus Malmgren

CRD Number: 6752850
Current Firm: Mcadam LLC
Compensation Model: Both
Markus Malmgren (CRD# 6752850) is an Investment Advisor Representative working at Mcadam LLC in Vienna, VA and has over 6 years of experience in the finance industry.
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Purshe Kaplan Sterling Investments Albany, NY Jan 2017 - Current 7
Mcadam LLC Vienna, VA Jan 2017 - Current 7
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Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Apr 2017
Contact Info for Markus H. Malmgren
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
The map below shows states where this firm has explicit registration only.

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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Data verified by both the advisor and the public regulatory data.

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