Stephen Thomas Mccarrick
Investment adviser representative at Mcadam LLC
10 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
10 years in the industry.
- Mcadam LLCMar 2025 to now
- Philadelphia EaglesJul 2023 to now
- JPMorgan Chase Bank, NAFeb 2023 to Mar 2025
- JPMorgan Securities LLCFeb 2023 to Mar 2025
- Mcadam LLCJun 2020 to Feb 2023
- DoordashSep 2019 to Jun 2020
- PostmatesJan 2019 to Jun 2020
- UberNov 2017 to Jun 2020
- Pennsylvania State UniversityAug 2016 to May 2020
Exams passed
- Series 65 · Uniform Investment Adviser Law2020
- Series 63 · Uniform Securities Agent State Law2023
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
- 7293059
- Firm CRD
- 170914