Richard SebastianCRD Number: 6041899
Current Firm: Mcadam LLC
Richard Sebastian (CRD# 6041899) 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||West Tysons Corner, VA||Oct 2014 - Current||2|
|Ja Bentley & Co||Chicago, IL||Aug 2014 - Oct 2014||< 1|
|Mcadam Financial Group||Tysons Corner, VA||Jun 2012 - Oct 2014||2|
|Ing Financial Partners||West Tysons Corner, VA||Apr 2012 - Oct 2014||2|
|Towson University||Towson, MD||Aug 2007 - May 2012||4|
|Smc||Salisbury, MD||May 2008 - Sep 2011||3|
|Marshall Hotels & Resorts, Inc.||Salisbury, MD||May 2011 - Aug 2011||< 1|
|Marshall Hotels & Resorts, Inc.||Salisbury, MD||May 2010 - Aug 2010||< 1|
|Ocean Pines G&cc||Ocean Pines, MD||May 2009 - Aug 2009||< 1|
|Bluestone Restaurant||Lutherville-timonium, MD||Sep 2008 - Apr 2009||< 1|
|Ocean Pines G&cc||Ocean Pines, MD||May 2008 - Aug 2008||< 1|
|Beach Club Golf Links||Berlin, MD||Jan 2007 - Aug 2007||< 1|
|Stephen Decatur High School||Berlin, MD||Aug 2003 - May 2007||3|
|Ocean Pines G&cc||Ocean Pines, MD||May 2006 - Sep 2006||< 1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jun 2012|
|S65||NASAA Investment Advisors Law Examination||Aug 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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