Andrew Paul Gerety
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 LLCSep 2020 to now
- Axelia PartnersJan 2020 to Mar 2020
- Pantazi Investment GroupJul 2019 to Jan 2020
- The French-american Chamber of CommerceMay 2019 to Aug 2019
- The International School of BostonJun 2018 to Aug 2019
- College of the Holy CrossSep 2016 to Jun 2020
- Dr. Edward D'eramo , Dmd Oral Surgery,Jun 2012 to Aug 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2020
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
- 7317903
- Firm CRD
- 170914