Illya Manuel Bermant
Investment adviser representative at Mcadam LLC
17 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
17 years in the industry.
- Mcadam LLCOct 2025 to now
- Walser Wealth Management Company, A Limited Liability CompanyMay 2023 to Oct 2025
- Fisher InvestmentsDec 2020 to Apr 2023
- Charles Schwab & Co, IncJun 2009 to Oct 2020
- Charles Schwab BankMay 2009 to Oct 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law2001
- Series 65 · Uniform Investment Adviser Law2004
State registrations
Registered as an investment adviser representative in 1 state (FL).
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
- 4446464
- Firm CRD
- 170914