Daniel John Cacciola
Investment adviser representative at Mcadam LLC
14 yearsExperience
1 stateRegistered 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
14 years in the industry.
- Mcadam LLCJul 2019 to now
- Soc's Ice CreamMar 2012 to now
- Perennial TrustMay 2017 to Aug 2018
- Endicott CollegeSep 2015 to Dec 2019
- Blue Gray USAJun 2015 to Sep 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2019
State registrations
Registered as an investment adviser representative in 1 state (MA).
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
- 7216038
- Firm CRD
- 170914