Dante Anthony Wright
Investment adviser representative at Mcadam LLC
12 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
12 years in the industry.
- Mcadam LLCFeb 2023 to now
- Mcadam LLC dba Cornerstone Capital PlanningJan 2021 to now
- Mcadam LLC dba RetireusJan 2021 to now
- Roche FinancialJun 2019 to Aug 2019
- Temple UniversityAug 2018 to Jun 2021
- La Salle UniversityAug 2017 to May 2018
- Francos LoungeJun 2017 to Aug 2017
- Williamsport Area High SchoolAug 2014 to Jun 2017
Exams passed
- Series 65 · Uniform Investment Adviser 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
- 7700488
- Firm CRD
- 170914