James Trevouledes
Investment adviser representative at Mcadam LLC
12 yearsExperience
1 stateRegistered 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.
- Madison Avenue SecuritiesJan 2025 to now
- Mcadam, LLC dba RetireusFeb 2022 to now
- Mcadam LLCAug 2018 to now
- Mcadam LLC dba Cornerstone Capital Planning GroupAug 2018 to now
- Purshe Kaplan Sterling InvestmentsApr 2021 to Dec 2024
- Saint Josephs UniversityAug 2014 to Aug 2018
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2018
- Series 63 · Uniform Securities Agent State Law2021
State registrations
Registered as an investment adviser representative in 1 state (PA).
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
- 7006747
- Firm CRD
- 170914