Mark Baker Mcadams
Investment adviser representative at Icon Wealth Partners
13 yearsExperience
1 stateRegistered in
$2.6BFirm assets
4 yearsFirm in business
Are you Mark Baker Mcadams? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
13 years in the industry.
- Icon Wealth Partners, LLCFeb 2017 to now
- Icon Wealth Advisors, LLCFeb 2017 to now
- Purshe Kaplan Sterling Investments, Inc.Mar 2017 to Sep 2024
- Morgan Stanley Private Bank, National AssociationJun 2009 to Feb 2017
- Morgan Stanley Smith BarneyJun 2009 to Feb 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law1993
- Series 65 · Uniform Investment Adviser Law1997
State registrations
Registered as an investment adviser representative in 1 state (TX).
Icon Wealth Partners
Legal name: Icon Wealth Advisors, LLC
$2.6BAssets managed
629Clients
18Advisers
4 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2407434
- Firm CRD
- 319609