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).

By the Numbers
  • Total Assets Under Management
    1,255
    MILLION
  • Total Number of Accounts
    7,779
    ACCOUNTS
  • Average Account Value
    $161,392
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
The map below shows states where this firm has explicit registration only.

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

Financial Advisors at Mcadam LLC
Showing 11 - 20 of 153 top financial advisors.
11
Michael R. Dias
CRD#: 6355236
1880 John F Kennedy Boulevard, 16th Floor, Philadelphia, PA 19103

Michael Dias (CRD# 6355236) is an Investment Advisor Representative working at Mcadam LLC in Philadelphia, PA and has over 9 years of experience in the finance industry.

12
Lauren R. Doolan
CRD#: 6138471
1880 John F Kennedy Boulevard, 16th Floor, Philadelphia, PA 19103

Lauren Doolan (CRD# 6138471) is an Investment Advisor Representative working at Mcadam LLC in Philadelphia, PA and has over 11 years of experience in the finance industry.

13
William F. Dulin
CRD#: 7023156
1880 John F Kennedy Boulevard, 16th Floor, Philadelphia, PA 19103

William Dulin (CRD# 7023156) is an Investment Advisor Representative working at Mcadam LLC in Philadelphia, PA and has over 5 years of experience in the finance industry.

14
Thomas J. Enriquez
CRD#: 5924997
1880 John F Kennedy Boulevard, 16th Floor, Philadelphia, PA 19103

Thomas Enriquez (CRD# 5924997) is an Investment Advisor Representative working at Mcadam LLC in Philadelphia, PA and has over 12 years of experience in the finance industry.

15
Nicholas J. Falzone
CRD#: 6683145
101 Federal St, Suite 1900, Boston, MA 02110

Nicholas Falzone (CRD# 6683145) is an Investment Advisor Representative working at Mcadam LLC in Boston, MA and has over 7 years of experience in the finance industry.

16
Nicholas J. Filano
CRD#: 6355329
1880 John F Kennedy Boulevard, 16th Floor, Philadelphia, PA 19103

Nicholas Filano (CRD# 6355329) is an Investment Advisor Representative working at Mcadam LLC in Philadelphia, PA and has over 9 years of experience in the finance industry.

17
Todd P. Flynn
CRD#: 6375853
1880 John F Kennedy Boulevard, 16th Floor, Philadelphia, PA 19103

Todd Flynn (CRD# 6375853) is an Investment Advisor Representative working at Mcadam LLC in Philadelphia, PA and has over 9 years of experience in the finance industry.

18
Joshua B. Godick
CRD#: 6881421
1880 John F Kennedy Boulevard, 16th Floor, Philadelphia, PA 19103

Joshua Godick (CRD# 6881421) is an Investment Advisor Representative working at Mcadam LLC in Philadelphia, PA and has over 6 years of experience in the finance industry.

19
Alaric Goth, AWMA®
CRD#: 6345733
1880 John F Kennedy Boulevard, 16th Floor, Philadelphia, PA 19103

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.

20
Spencer T. Hall
CRD#: 7036173
1880 John F Kennedy Boulevard, 16th Floor, Philadelphia, PA 19103

Spencer Hall (CRD# 7036173) 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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