Philip A. Simonides

MCADAM LLC

Vienna, VA 22182

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CRD#: 1847411

Professional summary

Philip Allen Simonides, CFP®, who also goes by Phil Simonides, is a registered financial advisor currently at MCADAM LLC located in Vienna, Virginia and MADISON AVENUE SECURITIES, LLC located in Vienna, Virginia.

Philip is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1988. Philip has worked at 7 firms and has passed the Series 65, Series 63, Series 52TO, SIE, Series 7, Series 4, Series 51 and Series 24 exams.

Question & Answer

What are your service offerings?

Comprehensive Financial Planni...

Investment Planning

Retirement Planning

Estate Planning

Tax Planning

Insurance Planning

Life Transitions

Are you a "fiduciary"?

Yes

Aliases

Phil Simonides

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1. Name: McAdam LLC. Investment Related: Yes; Address: 8000 Towers Crescent Dr #1300, Vienna, VA 22182; Nature of Business: RIA. Duties: IAR/Financial Advisor. Provide financial advice based on the needs of clients; Start Date: 10/2014; 160 Hours: 40 hours/week during trading hours. 2. Name: McAdam Institutional Brokerage; Investment Related: Yes; Nature of the Business: Insurance Sales including Fixed Annuities; Duties: Insurance Sales; Start Date: 10/2014; Hours Per Week: As Needed. 3. Name: N/A - ALL VOLUNTEER;CHARITY AUCTIONEER; Investment Related: No; Nature of the Business: Auctioned live auctions for several charities; Start Date: 01/2015

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Philip Allen Simonides's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 1994

Experience

Current

October 3, 2014 - Present

MCADAM LLC

Office #1: 8000 Towers Crescent Dr 13th Floor, Vienna, VA 22182

RIA

CRD#: 170914

Vienna, VA

Current

January 8, 2025 - Present

MADISON AVENUE SECURITIES, LLC

Office #1: 8000 Towers Crescent Drive #1300, Vienna, VA 22182

RIA

CRD#: 23224

Vienna, VA

Past

October 3, 2014 - January 7, 2025

PURSHE KAPLAN STERLING INVESTMENTS

CRD#: 35747

Vienna, VA

Past

March 17, 2011 - October 3, 2014

VOYA FINANCIAL ADVISORS, INC.

RIA

CRD#: 2882

TYSONS CORNER, VA

Past

February 11, 2011 - October 3, 2014

VOYA FINANCIAL ADVISORS, INC.

CRD#: 2882

TYSONS CORNER, VA

Past

April 23, 2009 - October 14, 2009

AMERIPRISE ADVISOR SERVICES, INC.

RIA

CRD#: 5979

DETROIT, MI

Past

April 14, 2009 - October 14, 2009

AMERIPRISE ADVISOR SERVICES, INC.

CRD#: 5979

DETROIT, MI

Past

November 2, 1999 - March 3, 2011

AMERIPRISE FINANCIAL SERVICES, LLC

RIA

CRD#: 6363

VIENNA, VA

Past

June 23, 1988 - July 3, 2006

IDS LIFE INSURANCE COMPANY

CRD#: 6321

MINNEAPOLIS, MN

Past

June 22, 1988 - March 3, 2011

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

VIENNA, VA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

MCADAM LLC

CRD#: 170914 / SEC#: 801-79583

RIA

Registered Investment Advisory firm - (4/10/2014 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

IAR

Texas
(12/14/2021)

IAR

Virginia
(10/3/2014)

Virginia
(1/8/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 65

Date: 5/15/1996

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 6/21/1988

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 52TO

Date: 1/2/2023

Municipal Securities Representative Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 6/18/1988

General Securities Representative Examination

Principal/Supervisory Exam

Series 4

Date: 2/12/2007

Registered Options Principal Examination

Principal/Supervisory Exam

Series 51

Date: 2/8/2005

Municipal Fund Securities Principal Examination

Principal/Supervisory Exam

Series 24

Date: 1/4/1994

General Securities Principal Examination

SRO Registrations

FINRA

Current Firm

MCADAM LLC

CRD#: 170914 / SEC#: 801-79583

RIA

Registered Investment Advisory firm - (4/10/2014 Approved)

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Contact information

Main Address

150 N. Radnor Chester Road Suite F-200, Radnor, PA 19087

Mailing Address

Phone number

(888) 614-5323

Established

Firm type

Fiscal year end

# of Employees

152

SEC notice filing (46 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

DISCLOSURE BROCHURE (10/21/2025)

Regulatory assets under management

Total Number of Accounts	10,346
AUM (Assets Under Management)	$ 2,294,363,822

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Contact information

xxxxx@xxxx.xxx

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Advisor Monitoring

Firm Stability Insights

Philip A. Simonides

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Philip Allen Simonides's CRS (Customer Relationship Summary).

Certified licenses

Experience

MADISON AVENUE SECURITIES, LLC

PURSHE KAPLAN STERLING INVESTMENTS

VOYA FINANCIAL ADVISORS, INC.

VOYA FINANCIAL ADVISORS, INC.

AMERIPRISE ADVISOR SERVICES, INC.

AMERIPRISE ADVISOR SERVICES, INC.

AMERIPRISE FINANCIAL SERVICES, LLC

IDS LIFE INSURANCE COMPANY

AMERIPRISE FINANCIAL SERVICES, LLC

Primary Firm SEC Registration

MCADAM LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 5/15/1996

Series 63

Date: 6/21/1988

Series 52TO

Date: 1/2/2023

SIE

Date: 10/1/2018

Series 7

Date: 6/18/1988

Series 4

Date: 2/12/2007

Series 51

Date: 2/8/2005

Series 24

Date: 1/4/1994

FINRA

Current Firm

MCADAM LLC

Contact information

SEC notice filing (46 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

MCADAM LLC

TRUST BUT VERIFY

Contact information

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