Conor Francis O'malley
Investment adviser representative at Mcadam LLC
13 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
13 years in the industry.
- Mcadam LLCFeb 2023 to now
- City Tap House Logan SquareDec 2022 to now
- Mcadam LLC dba Cornerstone Capital PlanningDec 2021 to now
- Mcadam LLC dba RetireusDec 2021 to now
- Campaign for Working FamiliesDec 2019 to Apr 2020
- Saint Joseph's UniversitySep 2017 to May 2021
- Saint Joseph's University Athletics DepartmentSep 2017 to May 2021
- Mill Wharf RestaurantApr 2015 to May 2022
- Scituate High SchoolSep 2013 to Jun 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 2 states (PA, 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
- 7700536
- Firm CRD
- 170914