Sean Patrick Morrissey
Investment adviser representative at Mcadam LLC
12 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$2.7BFirm assets
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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.
- Madison Avenue SecuritiesJan 2025 to now
- Mcadam LLCOct 2014 to now
- Purshe Kaplan Sterling InvestmentsOct 2014 to Dec 2024
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2010
State registrations
Registered as an investment adviser representative in 2 states (PA, 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
- 5801367
- Firm CRD
- 170914