Davis Wilson
Investment adviser representative at Mcadam LLC
13 yearsExperience
2 statesRegistered 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
13 years in the industry.
- Madison Avenue SecuritiesJan 2025 to now
- Mcadam LLCJun 2017 to now
- Purshe Kaplan Sterling InvestmentsMar 2024 to Jan 2025
- Purshe Kaplan Sterling Investments, IncJun 2017 to May 2022
- Bentley UniversityAug 2013 to May 2017
Exams passed
- Series 66 · Uniform Combined State Law2017
State registrations
Registered as an investment adviser representative in 2 states (MA, 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
- 6823361
- Firm CRD
- 170914