Mcadam LLC

Mcadam LLC (CRD# 170914) is a financial advisory firm headquartered in Philadelphia, PA. They manage $1,236,481,240 in 6,645 accounts and serve the financial needs of clients across 38 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,236
    MILLION
  • Total Number of Accounts
    6,645
    ACCOUNTS
  • Average Account Value
    $186,077
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.

AK, 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, PA, RI, SC, TN, TX, VA, VT, WA, WI, WV

Financial Advisors at Mcadam LLC
Showing 41 - 50 of 178 top financial advisors.
41
Edward T. O'brien
CRD#: 5613088
1880 John F Kennedy Boulevard, 16th Floor, Philadelphia, PA 19103

Edward O'brien (CRD# 5613088) is an Investment Advisor Representative working at Mcadam LLC in Philadelphia, PA and has over 13 years of experience in the finance industry.

42
Sean P. Oneil
CRD#: 6105643
1880 John F Kennedy Boulevard, 16th Floor, Philadelphia, PA 19103

Sean Oneil (CRD# 6105643) is an Investment Advisor Representative working at Mcadam LLC in Philadelphia, PA and has over 8 years of experience in the finance industry.

43
Elias M. Park
CRD#: 7008254
2301 Cherry St, Suite C1, Philadelphia, PA 19103

Elias Park (CRD# 7008254) is an Investment Advisor Representative working at Mcadam LLC in Philadelphia, PA and has over 4 years of experience in the finance industry.

44
Linus J. Park
CRD#: 5621284
230 West Monroe Street, Suite 2560, Chicago, IL 60606

Linus Park (CRD# 5621284) is an Investment Advisor Representative working at Mcadam LLC in Chicago, IL and has over 13 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.

45
Drew F. Paunil
CRD#: 5880796
1880 John F Kennedy Boulevard, 16th Floor, Philadelphia, PA 19103

Drew Paunil (CRD# 5880796) is an Investment Advisor Representative working at Mcadam LLC in Philadelphia, PA and has over 11 years of experience in the finance industry.

46
Victoria T. Pazzalia
CRD#: 5920806
1880 John F Kennedy Boulevard, 16th Floor, Philadelphia, PA 19103

Victoria Pazzalia (CRD# 5920806) is an Investment Advisor Representative working at Mcadam LLC in Philadelphia, PA and has over 11 years of experience in the finance industry.

47
Cooper J. Perry
CRD#: 6667132
1880 John F Kennedy Boulevard, 16th Floor, Philadelphia, PA 19103

Cooper Perry (CRD# 6667132) is an Investment Advisor Representative working at Mcadam LLC in Philadelphia, PA and has over 5 years of experience in the finance industry.

48
Andrew W. Phelan
CRD#: 5626509
1880 John F Kennedy Boulevard, 16th Floor, Philadelphia, PA 19103

Andrew Phelan (CRD# 5626509) is an Investment Advisor Representative working at Mcadam LLC in Philadelphia, PA and has over 13 years of experience in the finance industry.

49
Jake T. Pinto
CRD#: 6742157
1880 John F Kennedy Boulevard, 16th Floor, Philadelphia, PA 19103

Jake Pinto (CRD# 6742157) is an Investment Advisor Representative working at Mcadam LLC in Philadelphia, PA and has over 5 years of experience in the finance industry.

50
Oshaka L. Pinto
CRD#: 6755777
1880 John F Kennedy Boulevard, 16th Floor, Philadelphia, PA 19103

Oshaka Pinto (CRD# 6755777) is an Investment Advisor Representative working at Mcadam LLC in Philadelphia, PA and has over 5 years of experience in the finance industry.

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