Matthew Edward Donohue
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.
- Mcadam LLCJun 2020 to now
- AcacAug 2019 to Aug 2019
- Bradley Lead Group LLC, Westminster, Co, USAJun 2019 to Jul 2019
- Morgan Stanley,Jun 2018 to Jun 2018
- Middlebury CollegeSep 2016 to May 2020
- Hopmeadow Country ClubJun 2014 to Sep 2018
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2020
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
- 6947125
- Firm CRD
- 170914