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
Louis Mantush (CRD# 6676490) is an Investment Advisor Representative working at Mcadam LLC in Philadelphia, PA and has over 6 years of experience in the finance industry.
Eric Mattei (CRD# 5768784) is an Investment Advisor Representative working at Mcadam LLC in Philadelphia, PA and has over 12 years of experience in the finance industry. Eric Mattei 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.
Michael McAdam (CRD# 3247724) is an Investment Advisor Representative working at Mcadam LLC in Philadelphia, PA and has over 21 years of experience in the finance industry.
Rebecca Meares (CRD# 6097842) is an Investment Advisor Representative working at Mcadam LLC in Philadelphia, PA and has over 10 years of experience in the finance industry. Rebecca Meares 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.
Parker Moody (CRD# 6078611) is an Investment Advisor Representative working at Mcadam LLC in Philadelphia, PA and has over 8 years of experience in the finance industry. Parker Moody 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.
Christopher Morrissey (CRD# 6907212) is an Investment Advisor Representative working at Mcadam LLC in Philadelphia, PA and has over 5 years of experience in the finance industry.
Sean Morrissey (CRD# 5801367) is an Investment Advisor Representative working at Mcadam LLC in Philadelphia, PA and has over 12 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.
Morgan Murphy (CRD# 6365382) is an Investment Advisor Representative working at Mcadam LLC in Philadelphia, PA and has over 8 years of experience in the finance industry.
Christopher Nguyen (CRD# 7004977) is an Investment Advisor Representative working at Mcadam LLC in Vienna, VA and has over 4 years of experience in the finance industry.
Frances Nicoletti (CRD# 6190849) is an Investment Advisor Representative working at Mcadam LLC in Philadelphia, PA and has over 9 years of experience in the finance industry.