Zachary R Clark
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 LLCJan 2021 to now
- Woodbridge Kart ClubJul 2021 to Aug 2023
- UberSep 2020 to Feb 2021
- Virginia TechAug 2016 to Dec 2020
Exams passed
- Series 65 · Uniform Investment Adviser Law2021
State registrations
Registered as an investment adviser representative in 1 state (NC).
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
- 7358296
- Firm CRD
- 170914