Skip to content

Adrian Vaughn

Investment adviser representative at Mcadam LLC
13 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$2.7BFirm assets

Are you Adrian Vaughn? Claim your profile

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

13 years in the industry.

  1. Madison Avenue SecuritiesJan 2025 to now
  2. Mcadam LLCOct 2014 to now
  3. George Mason UniversityJun 2013 to now
  4. Purshe Kaplan Sterling InvestmentsOct 2014 to Jan 2025

Designations

  • CFP® certification

Exams passed

  • Series 66 · Uniform Combined State Law2014

State registrations

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

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
6364607
Firm CRD
170914
Advisor's SEC record (opens in a new tab)
CallContact this firm