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Michael Joseph Mcadam

Investment adviser representative at Mcadam LLC
12 yearsExperience
1 stateRegistered in
$2.7BFirm assets
12 yearsFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsFixed or flat fee

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management

Experience

12 years in the industry.

  1. Madison Avenue SecuritiesMar 2025 to now
  2. Mcadam LLCOct 2014 to now
  3. Mc Adam Institutional BrokerageMar 2014 to now
  4. Purshe Kaplan Sterling InvestmentsOct 2014 to Feb 2025

Exams passed

  • Series 66 · Uniform Combined State Law2001

State registrations

Registered as an investment adviser representative in 1 state (PA).

Mcadam LLC

$2.7BAssets managed
5,551Clients
135Advisers
12 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
3247724
Firm CRD
170914
Advisor's SEC record (opens in a new tab)
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