Mcadam LLC
Mcadam LLC (CRD# 170914) is a financial advisory firm headquartered in Philadelphia, PA. They manage $1,255,471,408 in 7,779 accounts and serve the financial needs of clients across 41 states (or territories).
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Total Assets Under Management1,255MILLION
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Total Number of Accounts7,779ACCOUNTS
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Average Account Value$161,392
- 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, 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
Michael Dias (CRD# 6355236) is an Investment Advisor Representative working at Mcadam LLC in Philadelphia, PA and has over 8 years of experience in the finance industry.
Lauren Doolan (CRD# 6138471) is an Investment Advisor Representative working at Mcadam LLC in Philadelphia, PA and has over 10 years of experience in the finance industry.
William Dulin (CRD# 7023156) is an Investment Advisor Representative working at Mcadam LLC in Philadelphia, PA and has over 4 years of experience in the finance industry.
Thomas Enriquez (CRD# 5924997) is an Investment Advisor Representative working at Mcadam LLC in Philadelphia, PA and has over 11 years of experience in the finance industry.
Nicholas Falzone (CRD# 6683145) is an Investment Advisor Representative working at Mcadam LLC in Boston, MA and has over 6 years of experience in the finance industry.
Nicholas Filano (CRD# 6355329) is an Investment Advisor Representative working at Mcadam LLC in Philadelphia, PA and has over 8 years of experience in the finance industry. Nicholas Filano 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.
Todd Flynn (CRD# 6375853) is an Investment Advisor Representative working at Mcadam LLC in Philadelphia, PA and has over 8 years of experience in the finance industry.
Joshua Godick (CRD# 6881421) is an Investment Advisor Representative working at Mcadam LLC in Philadelphia, PA and has over 5 years of experience in the finance industry.
Alaric Goth, AWMA® (CRD# 6345733) is a Financial Planner and Investment Advisor Representative working at Mcadam LLC in Tysons Corner, VA and has over 8 years of experience in the finance industry.
Alaric has taken additional exams to become an Accredited Wealth Management Advisor (AWMA®). The AWMA® program is designed for advisors who want to better address the unique needs of high net worth clients. Individuals who hold the AWMA® designation have completed a course of study encompassing wealth strategies, equity-based compensation plans, tax reduction alternatives, and asset protection alternatives. Additionally, individuals must pass an end-of-course examination that tests their ability to synthesize complex concepts and apply theoretical concepts to real-life situations.
Spencer Hall (CRD# 7036173) is an Investment Advisor Representative working at Mcadam LLC in Philadelphia, PA and has over 4 years of experience in the finance industry.