MM
Michael J. Mcadam
MCADAM LLC
RADNOR, PA 19087
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CRD#: 3247724
MM
Professional summary
Michael Joseph Mcadam, who also goes by Michael Joseph Mc Adam, Mike J Mcadam, is a registered financial advisor currently at MCADAM LLC located in Radnor, Pennsylvania and MADISON AVENUE SECURITIES, LLC located in Philadelphia, Pennsylvania.
Michael is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2001. Michael has worked at 6 firms and has passed the Series 66, SIE, Series 7, Series 10, Series 9, Series 51 and Series 24 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Michael Joseph Mc Adam | Mike J Mcadam
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: 150 N. Radnor Chester Road, Suite F-200, Radnor, PA 19087; 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: 9/2023; Hours Per Week: As Needed
CRS (Client Relationship Summary) - RIA
Click below to view Michael Joseph Mcadam's 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®
NoneExperience
Current
October 3, 2014 - Present
MCADAM LLC
Office #1: 150 N. Radnor Chester Road Suite F-200, Radnor, PA 19087RIA
CRD#: 170914
RADNOR, PA
Current
March 4, 2025 - Present
MADISON AVENUE SECURITIES, LLC
Office #1: 123 S Broad Street Suite 1500, Philadelphia, PA 19109Office #2: 150 N. Radnor Chester Road, Suite F-200, Radnor, PA 19087RIA
BD
CRD#: 23224
Philadelphia, PA
Past
October 3, 2014 - February 25, 2025
PURSHE KAPLAN STERLING INVESTMENTS
BD
CRD#: 35747
Philadelphia, PA
Past
February 12, 2008 - October 3, 2014
VOYA FINANCIAL ADVISORS, INC.
RIA
CRD#: 2882
PHILADELPHIA, PA
Past
February 12, 2008 - October 3, 2014
VOYA FINANCIAL ADVISORS, INC.
BD
CRD#: 2882
PHILADELPHIA, PA
Past
October 11, 2002 - February 13, 2008
AMERIPRISE FINANCIAL SERVICES, LLC
RIA
CRD#: 6363
CONSHOHOCKEN, PA
Past
September 27, 2001 - July 3, 2006
IDS LIFE INSURANCE COMPANY
BD
CRD#: 6321
MINNEAPOLIS, MN
Past
September 27, 2001 - February 13, 2008
AMERIPRISE FINANCIAL SERVICES, LLC
BD
CRD#: 6363
CONSHOHOCKEN, PA
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".
ML
MCADAM LLC
ALEXANDER FINANCIAL PLANNING | RETIREUS | NONA ADVISORS, LLC | MCADAM LLC | MCADAM FA LLC | MBVM PHILADELPHIA | LRVS ADVISORY GROUP | FINANCIAL PLANNERS GROUP | CORNERSTONE CAPITAL PLANNING GROUP | CAUDLE MEARES WEALTH MANAGEMENT | BIRCH FINANCIAL PARTNERS
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.RR
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
RR
Alabama(3/4/2025)
RR
Alaska(3/4/2025)
RR
Arizona(3/4/2025)
RR
Arkansas(3/4/2025)
RR
California(3/4/2025)
RR
Colorado(3/4/2025)
RR
Connecticut(3/4/2025)
RR
Delaware(3/4/2025)
RR
District of Columbia(3/4/2025)
RR
Florida(3/4/2025)
RR
Georgia(3/4/2025)
RR
Hawaii(3/4/2025)
RR
Idaho(3/4/2025)
RR
Illinois(3/4/2025)
RR
Indiana(3/4/2025)
RR
Iowa(3/4/2025)
RR
Kentucky(3/4/2025)
RR
Louisiana(3/4/2025)
RR
Maine(3/4/2025)
RR
Maryland(3/4/2025)
RR
Massachusetts(3/4/2025)
RR
Michigan(3/4/2025)
RR
Minnesota(3/4/2025)
RR
Mississippi(3/4/2025)
RR
Missouri(3/4/2025)
RR
Nevada(3/4/2025)
RR
New Hampshire(3/4/2025)
RR
New Jersey(3/4/2025)
RR
New Mexico(3/4/2025)
RR
New York(3/4/2025)
RR
North Carolina(3/5/2025)
RR
Ohio(3/6/2025)
RR
Oklahoma(3/4/2025)
RR
Oregon(3/4/2025)
IAR
Pennsylvania(10/3/2014)
RR
Pennsylvania(3/4/2025)
RR
Rhode Island(3/4/2025)
RR
South Carolina(3/4/2025)
RR
South Dakota(3/4/2025)
RR
Texas(3/4/2025)
RR
Vermont(3/4/2025)
RR
Virginia(3/4/2025)
RR
Washington(3/4/2025)
RR
West Virginia(3/4/2025)
RR
Wisconsin(3/4/2025)
RR
Wyoming(3/4/2025)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
Current Firm
ML
MCADAM LLC
ALEXANDER FINANCIAL PLANNING | RETIREUS | NONA ADVISORS, LLC | MCADAM LLC | MCADAM FA LLC | MBVM PHILADELPHIA | LRVS ADVISORY GROUP | FINANCIAL PLANNERS GROUP | CORNERSTONE CAPITAL PLANNING GROUP | CAUDLE MEARES WEALTH MANAGEMENT | BIRCH FINANCIAL PARTNERS
CRD#: 170914 / SEC#: 801-79583
RIA
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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
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.
