Brian William Gassaway
Investment adviser representative at Mcadam LLC
13 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
13 years in the industry.
- Mcadam LLCApr 2019 to now
- Saint Joseph UniversityAug 2017 to now
- Neato BurritoJan 2017 to Aug 2017
- McdonaldsMay 2014 to Nov 2016
- Trinity High SchoolAug 2013 to Apr 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2020
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
- 7248485
- Firm CRD
- 170914