Douglas William Smith
Investment adviser representative at Mcadam LLC
5 yearsExperience
2 statesRegistered in
$2.7BFirm assets
12 yearsFirm in business
Are you Douglas William Smith? 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 assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
5 years in the industry.
- Mcadam, LLCFeb 2021 to now
- Purshe Kaplan Sterling InvestmentsFeb 2021 to Mar 2021
- TIAAMar 2018 to Nov 2020
- TD Ameritrade, Inc.Sep 2016 to Mar 2018
Exams passed
- Series 66 · Uniform Combined State Law2015
State registrations
Registered as an investment adviser representative in 2 states (FL, TX).
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
- 5525643
- Firm CRD
- 170914