Richard Lee Mcadams
Investment adviser representative at Osaic Advisory Services, LLC
12 yearsExperience
1 stateRegistered in
$15.5BFirm 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 assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
12 years in the industry.
- Osaic Advisory Services, LLCOct 2026 to now
- Kingsbury Capital Investment Advisors, LLCJan 2018 to now
- Cabot Lodge Securities LLCFeb 2020 to Oct 2026
- Kignsbury Capital, Inc.Jan 2018 to Dec 2019
- Cambridge Investment Research Advisors IncDec 2014 to Dec 2017
- Cambridge Investment Research IncDec 2014 to Dec 2017
Exams passed
- Series 66 · Uniform Combined State Law2000
State registrations
Registered as an investment adviser representative in 1 state (FL).
Osaic Advisory Services, LLC
$15.5BAssets managed
29,898Clients
348Advisers
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
- 4186475
- Firm CRD
- 171070