Steven Schmuhl
Investment adviser representative at Mcadam LLC
12 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
12 years in the industry.
- Madison Avenue SecuritiesMay 2025 to now
- Mcadam LLCMay 2018 to now
- Purshe Kaplan Sterling InvestmentsOct 2024 to Jan 2025
- The Heico CompaniesJun 2017 to Aug 2017
- University of Illinois At Urbana- ChampaignAug 2014 to May 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2018
- Series 63 · Uniform Securities Agent State Law2025
State registrations
Registered as an investment adviser representative in 2 states (IL, 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
- 6988053
- Firm CRD
- 170914