Benjamin William Lucas
Investment adviser representative at Mcadam LLC
10 yearsExperience
2 statesRegistered in
$2.7BFirm assets
12 yearsFirm in business
Are you Benjamin William Lucas? Claim your profile
Contact this firm
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 LLCJun 2020 to now
- Old Port Marine Services incMay 2019 to Sep 2019
- Providence CollegeSep 2016 to Jun 2020
- Lake Anthony Launch Company LLCMay 2016 to May 2019
Exams passed
- Series 65 · Uniform Investment Adviser Law2020
State registrations
Registered as an investment adviser representative in 2 states (MA, 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
- 7308418
- Firm CRD
- 170914