Mcadam LLC

Mcadam LLC (CRD# 170914) is a financial advisory firm headquartered in Philadelphia, PA. They manage $186,193,722 in 2,434 accounts and serve the financial needs of clients across 17 states (or territories).

By the Numbers
  • Total Assets Under Management
    186
    MILLION
  • Total Number of Accounts
    2,434
    ACCOUNTS
  • Average Account Value
    $76,497
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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, CT, DC, DE, FL, GA, IL, MA, MD, NC, NH, NJ, NY, PA, RI, TX, VA

Financial Advisors at Mcadam LLC
Showing 1 - 10 of 96 top financial advisors.
1
Alaric Goth
CRD#: 6345733
1595 Spring Hill Road, Suite 100 West, Tysons Corner, VA 22182
97
Wealthminder
score

Alaric Goth (CRD# 6345733) is a Financial Planner and Investment Advisor Representative working at Mcadam LLC in Tysons Corner, VA and has over 2 years of experience in the finance industry.

2
Michael R. Blahusch
CRD#: 5785158
1880 John F Kennedy Boulevard, 16th Floor, Philadelphia, PA 19103
96
Wealthminder
score

Michael Blahusch (CRD# 5785158) is an Investment Advisor Representative working at Mcadam LLC in Philadelphia, PA and has over 6 years of experience in the finance industry. Michael Blahusch has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Sean P. Morrissey
CRD#: 5801367
1880 John F Kennedy Boulevard, 16th Floor, Philadelphia, PA 19103
96
Wealthminder
score

Sean Morrissey (CRD# 5801367) is an Investment Advisor Representative working at Mcadam LLC in Philadelphia, PA and has over 6 years of experience in the finance industry. Sean Morrissey has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

4
Linus J. Park
CRD#: 5621284
230 West Monroe Street, Suite 2560, Chicago, IL 60606
96
Wealthminder
score

Linus Park (CRD# 5621284) is an Investment Advisor Representative working at Mcadam LLC in Chicago, IL and has over 7 years of experience in the finance industry. Linus Park has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

5
Philip A. Simonides
CRD#: 1847411
1595 Spring Hill Road, Suite 100 West, Vienna, VA 22182
96
Wealthminder
score

Philip Simonides (CRD# 1847411) is an Investment Advisor Representative working at Mcadam LLC in Vienna, VA and has over 28 years of experience in the finance industry. Philip Simonides has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

6
Kiran M. Beg
CRD#: 5796375
1880 John F Kennedy Boulevard, 16th Floor, Philadelphia, PA 19103
93
Wealthminder
score

Kiran Beg (CRD# 5796375) is an Investment Advisor Representative working at Mcadam LLC in Philadelphia, PA and has over 6 years of experience in the finance industry.

7
Robert A. Carroll
CRD#: 5530121
27 School St., Suite 401, Boston, MA 02108
93
Wealthminder
score

Robert Carroll (CRD# 5530121) is an Investment Advisor Representative working at Mcadam LLC in Boston, MA and has over 8 years of experience in the finance industry.

8
Justin P. Caudle
CRD#: 5532228
1595 Spring Hill Road, Suite 100 West, Vienna, VA 22182
93
Wealthminder
score

Justin Caudle (CRD# 5532228) is an Investment Advisor Representative working at Mcadam LLC in Vienna, VA and has over 7 years of experience in the finance industry.

9
Christopher J. Colasurdo
CRD#: 5809178
1880 John F Kennedy Boulevard, 16th Floor, Philadelphia, PA 19103
93
Wealthminder
score

Christopher Colasurdo (CRD# 5809178) is an Investment Advisor Representative working at Mcadam LLC in Philadelphia, PA and has over 6 years of experience in the finance industry.

10
Keith M. Keller
CRD#: 5893046
1880 John F Kennedy Boulevard, 16th Floor, Philadelphia, PA 19103
93
Wealthminder
score

Keith Keller (CRD# 5893046) is an Investment Advisor Representative working at Mcadam LLC in Philadelphia, PA and has over 5 years of experience in the finance industry.

1 2 3 4 5 ... Next
Ready to hire a financial advisor? Get competitive proposals from multiple advisors.