James Chandler Moda
Investment adviser representative at Mcadam LLC
16 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
16 years in the industry.
- Mcadam LLCMay 2021 to now
- BaypineJun 2020 to Jun 2021
- Ymca of Greater BostonJun 2018 to Aug 2018
- Baylor UniversityAug 2017 to May 2021
- Hillview Country ClubApr 2017 to Jul 2017
- North Reading Middle/high SchoolOct 2010 to Jun 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2021
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
- 7397092
- Firm CRD
- 170914