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Christopher Richard Morrissey

Investment adviser representative at Mcadam LLC
10 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

10 years in the industry.

  1. Mcadam LLCJan 2018 to now
  2. Self-employedJan 2017 to Jan 2018
  3. US Army, Judge Advocate General's CorpsJul 2016 to Dec 2016

Exams passed

  • Series 65 · Uniform Investment Adviser Law2018

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
6907212
Firm CRD
170914
Advisor's SEC record (opens in a new tab)
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