Kevin B. Mcadam

MADISON AVENUE SECURITIES

Philadelphia, PA 19109

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CRD#: 3259749

Professional summary

Kevin Brian Mcadam, who also goes by Kevin B Mcadam, Kevin Brian Mcadam, is a registered financial professional currently at MADISON AVENUE SECURITIES, LLC located in Philadelphia, Pennsylvania.

Kevin is registered as a RR (Registered Representative) and started their career in finance in 2004. Kevin has worked at 7 firms and has passed the Series 66, SIE, Series 87, Series 7 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Aliases

Kevin B Mcadam | Kevin Brian 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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Kevin Brian Mcadam'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®

None

Experience

Current

January 10, 2025 - Present

MADISON AVENUE SECURITIES, LLC

Office #1: 123 S Broad Street Suite 1500, Philadelphia, PA 19109

RIA

CRD#: 23224

Philadelphia, PA

Past

October 4, 2014 - December 31, 2024

PURSHE KAPLAN STERLING INVESTMENTS

CRD#: 35747

Philadelphia, PA

Past

January 29, 2013 - October 3, 2014

VOYA FINANCIAL ADVISORS, INC.

RIA

CRD#: 2882

JERSEY CITY, NJ

Past

October 8, 2012 - October 3, 2014

VOYA FINANCIAL ADVISORS, INC.

CRD#: 2882

JERSEY CITY, NJ

Past

December 3, 2010 - March 27, 2012

MACQUARIE CAPITAL (USA) INC.

CRD#: 36368

NEW YORK, NY

Past

August 7, 2006 - August 24, 2009

CITIGROUP GLOBAL MARKETS INC.

RIA

CRD#: 7059

STAMFORD, CT

Past

August 7, 2006 - August 24, 2009

CITIGROUP GLOBAL MARKETS INC.

CRD#: 7059

NEW YORK, NY

Past

July 8, 2005 - June 8, 2006

GAMCO ASSET MANAGEMENT INC.

RIA

CRD#: 104950

RYE, NY

Past

August 30, 2004 - June 8, 2006

G.RESEARCH, LLC

CRD#: 7353

RYE, NY

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".

MADISON AVENUE SECURITIES, LLC

ASHLAND SECURITIES, INC. | MADISON AVENUE SECURITIES, LLC | MADISON AVENUE SECURITIES, INC. | MADISON AVENUE SECURITIES

CRD#: 23224 / SEC#: 801-69919, 8-40426

RIA

Registered Investment Advisory firm - SEC (2/24/2009 Approved)

Broker-Dealer Firm Regulated by FINRA (Los Angeles district office)

State Registrations and Notice Filings

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

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

Pennsylvania
(1/10/2025)

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.

Exams

State Security Law Exam

IAR

Series 66

Date: 1/9/2013

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 87

Date: 6/30/2005

Research Analyst Exam - Part II Regulations Module

General Industry/Product Exam

Series 7

Date: 8/27/2004

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 11/5/2005

General Securities Principal Examination

SRO Registrations

FINRA

Current Firm

MADISON AVENUE SECURITIES, LLC

ASHLAND SECURITIES, INC. | MADISON AVENUE SECURITIES, LLC | MADISON AVENUE SECURITIES, INC. | MADISON AVENUE SECURITIES

CRD#: 23224 / SEC#: 801-69919, 8-40426

RIA

Registered Investment Advisory firm - SEC (2/24/2009 Approved)

Broker-Dealer Firm Regulated by FINRA (Los Angeles district office)

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Contact information

Main Address

13500 Evening Creek Dr N #555, San Diego, CA 92128

Mailing Address

13500 Evening Creek Dr N #555, San Diego, CA 92128

Phone number

(858) 207-1300

Established

Delaware since 05/05/2005

Firm type

Limited Liability Company

Fiscal year end

December

Firm Size

Medium

# of Employees

SEC notice filing (50 States and Territories)

FINRA licenses (53 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Customer Relationship Summary (CRS / FINRA)

Latest Form ADV

Part 2 Brochures

MADISON AVENUE SECURITIES FORM ADV PART 2A 3-26-2025 (10/3/2025)

MADISON AVENUE SECURITIES WRAP PROGRAM BROCHURE 3-26-2025 (10/3/2025)

Direct owners and executive officers

Name	Position	CRD#
KT EQUITY PARTNERS II, LLC	DIRECT OWNER
CALLANAN, DAVID JAMES	MEMBER	4237166
FIXSEN, VILAYPHONE	CHIEF OPERATING OFFICER	4585926
FOSTER, CODY GRANT	MEMBER	4237075
JENSEN, GAIL MARIE	DEPUTY CHIEF COMPLIANCE OFFICER	1943705
MCNEES, MARTIN WILLIAM	PRESIDENT	3168410
METCALFE, INC.	OWNER
PIERSON, MELISSA KAY	CHIEF COMPLIANCE OFFICER	1685017
SCHENDEL, JENNIFER	MEMBER	6136948
WOODS, SANDRA ANN	FINOP	6200533

Regulatory assets under management

Total Number of Accounts	14,100
AUM (Assets Under Management)	$ 2,038,801,712

Disclosures

Regulatory Event	8
Arbitration	1

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.

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Advisor Monitoring

Firm Stability Insights

Kevin B. Mcadam

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Kevin Brian Mcadam's CRS (Customer Relationship Summary).

Certified licenses

Experience

PURSHE KAPLAN STERLING INVESTMENTS

VOYA FINANCIAL ADVISORS, INC.

VOYA FINANCIAL ADVISORS, INC.

MACQUARIE CAPITAL (USA) INC.

CITIGROUP GLOBAL MARKETS INC.

CITIGROUP GLOBAL MARKETS INC.

GAMCO ASSET MANAGEMENT INC.

G.RESEARCH, LLC

Primary Firm SEC Registration

MADISON AVENUE SECURITIES, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 1/9/2013

SIE

Date: 10/1/2018

Series 87

Date: 6/30/2005

Series 7

Date: 8/27/2004

Series 24

Date: 11/5/2005

FINRA

Current Firm

MADISON AVENUE SECURITIES, LLC

Contact information

SEC notice filing (50 States and Territories)

FINRA licenses (53 States and Territories)

Documents

Part 2 Brochures

Direct owners and executive officers

Regulatory assets under management

Disclosures

Red Flags

Company Information

MADISON AVENUE SECURITIES, LLC

TRUST BUT VERIFY

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