Jeffrey Van Siclen, financial advisor Boston MA
93 score

Jeffrey Van Siclen

CRD Number: 6075974
Current Firm: Mcadam LLC

Jeffrey Van Siclen (CRD# 6075974) is an Investment Advisor Representative working at Mcadam LLC in Boston, MA and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
Purshe Kaplan Sterling Investments Albany, NY Oct 2014 - Current 3
Mcadam, LLC Tyson Corner, VA Oct 2014 - Current 3
Ja Bentley & Co Chicago, IL Aug 2014 - Current 3
Mcadam Financial Group Tysons Corner, VA Aug 2013 - Oct 2014 1
Ing Financial Partners, Inc. Tysons Corner, VA Jun 2012 - Oct 2014 2
Dynatrace Software Waltham, MA Nov 2010 - Jun 2012 1
Babson College Babson Park, MA Sep 2010 - May 2012 1
Gentle Giant Moving Company Somerville, MA Apr 2010 - Aug 2010 < 1
University Of Massachusetts Boston Boston, MA Sep 2008 - May 2010 1
Dj's At The Garden Boston, MA Sep 2009 - Nov 2009 < 1
Paparazzi Trattoria Bar Concord, MA Apr 2008 - Aug 2008 < 1
Atkinson Sports Swan River, Jan 2008 - Mar 2008 < 1
Swan Valley Stampeders Swan River, Jan 2008 - Mar 2008 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 2012
S65 NASAA Investment Advisors Law Examination Sep 2012
Contact Info for Jeffrey G. Van Siclen
Phone Number: (888) 614-5323
Firm Website:
Registered State(s):
  • VA
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
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


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Clean Record
This advisor has a clean track record with regulators.

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