Maxwell Joseph Mcadams
Investment adviser representative at Oppenheimer & Co. Inc.
12 yearsExperience
2 statesRegistered in
$36.7BFirm assets
71 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 feeCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
12 years in the industry.
- Oppenheimer & Co. Inc.Sep 2023 to now
- Mcadam FinancialMay 2022 to Jun 2023
- Theta Chi FraternityAug 2020 to Dec 2021
- West Virginia UniversityAug 2018 to May 2022
- Dominion/potomac Falls High SchoolAug 2014 to Jun 2018
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 2 states (DC, VA).
Oppenheimer & Co. Inc.
$36.7BAssets managed
39,036Clients
1,161Advisers
71 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
- 7808220
- Firm CRD
- 249