William James Burrough
Investment adviser representative at Mcadam LLC
9 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
9 years in the industry.
- Mcadam LLCOct 2024 to now
- Mcadam LLC dba Cornerstone Capital Planning GroupNov 2021 to now
- Mcadam LLC dba RetireusNov 2021 to now
- Boys Pajama DriveSep 2014 to now
- Di Bruno Bros.Dec 2022 to Apr 2023
- AmerisourcebergenAug 2020 to Jan 2021
- Sansar TecJan 2020 to Nov 2021
- Saint Joseph's UniversityAug 2019 to Aug 2024
- Saint Joseph's PrepSep 2015 to Jun 2019
Exams passed
- Series 65 · Uniform Investment Adviser Law2024
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
- 7999998
- Firm CRD
- 170914