Mcadam LLC
Mcadam LLC (CRD# 170914) is a financial advisory firm headquartered in Philadelphia, PA. They manage $1,739,052,473 in 8,964 accounts and serve the financial needs of clients across 42 states (or territories).
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Total Assets Under Management1,739MILLION
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Total Number of Accounts8,964ACCOUNTS
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Average Account Value$194,004
- 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, KS, 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
Daniel Stefanski (CRD# 7454021) is an Investment Advisor Representative working at Mcadam LLC in Philadelphia, PA and has over 2 years of experience in the finance industry.
Noah Strasmann (CRD# 7648992) is an Investment Advisor Representative working at Mcadam LLC in Saint George, UT and has 1 year of experience in the finance industry.
Karen Sullivan (CRD# 7668581) is an Investment Advisor Representative working at Mcadam LLC in Philadelphia, PA and has 1 year of experience in the finance industry.
Emma Tranfalia (CRD# 7301491) is an Investment Advisor Representative working at Mcadam LLC in Philadelphia, PA and has over 3 years of experience in the finance industry.
Alison Whittington (CRD# 7169102) is an Investment Advisor Representative working at Mcadam LLC in Philadelphia, PA and has over 4 years of experience in the finance industry.
Thomas Williams (CRD# 7298741) is an Investment Advisor Representative working at Mcadam LLC in Philadelphia, PA and has over 3 years of experience in the finance industry.
Dante Wright (CRD# 7700488) is an Investment Advisor Representative working at Mcadam LLC in Philadelphia, PA and has 1 year of experience in the finance industry.
Mark Yamane (CRD# 7651272) is an Investment Advisor Representative working at Mcadam LLC in Winston Salem, NC and has 1 year of experience in the finance industry.
Henry Yocum (CRD# 7123720) is an Investment Advisor Representative working at Mcadam LLC in Philadelphia, PA and has over 3 years of experience in the finance industry.
Peter Zuraw (CRD# 7450111) is an Investment Advisor Representative working at Mcadam LLC in Philadelphia, PA and has over 2 years of experience in the finance industry.