ILLYA M. BERMANT

MCADAM LLC | Regional Vice President

Tampa, FL

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CRD#: 4446464

Professional summary

ILLYA MANUEL BERMANT, who also goes by Illya M Bermant, is a registered financial advisor currently at MCADAM LLC located in Tampa, Florida.

ILLYA is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2001. ILLYA has worked at 8 firms and has passed the Series 65, Series 63, Series 7TO, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Illya M Bermant

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)MCADAM LLC, RIA, INVESTMENT RELATED. 10/2025-PRESENT. 603 DRUM CT TAMPA, FL 33613. INVESTMENT ADVISOR REPRESENTATIVE. 160 HRS/MONTH. 160 HRS/MONTH TRADING DURING TRADING. DUTIES: INVESTMENT RELATED ACTIVITIES. 2)MCADAM INSTITUTIONAL BROKERAGE, NOT INVESTMENT RELATED, FIXED INSURANCE SALES. 10/2025-PRESENT. 603 DRUM CT TAMPA, FL 33613. 10 HRS/MONTH. 10 HRS/MONTH DURING TRADING. DUTIES: FIXED INSURANCE SALES.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view ILLYA MANUEL BERMANT'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

November 3, 2025 - Present

MCADAM LLC

RIA

CRD#: 170914

Tampa, FL

Past

May 23, 2023 - October 21, 2025

WALSER WEALTH MANAGEMENT COMPANY, A LIMITED LIABILITY COMPANY

RIA

CRD#: 206518

TAMPA, FL

Past

March 15, 2021 - April 27, 2023

FISHER INVESTMENTS

RIA

CRD#: 107342

TAMPA, FL

Past

June 12, 2009 - November 25, 2020

CHARLES SCHWAB & CO., INC.

RIA

CRD#: 5393

Tampa, FL

Past

June 9, 2009 - November 25, 2020

CHARLES SCHWAB & CO., INC.

CRD#: 5393

Tampa, FL

Past

August 13, 2004 - May 29, 2009

WELLS FARGO CLEARING SERVICES, LLC

RIA

CRD#: 19616

ST. PETERSBURG, FL

Past

August 12, 2004 - May 29, 2009

WELLS FARGO CLEARING SERVICES, LLC

CRD#: 19616

ST. PETERSBURG, FL

Past

December 3, 2001 - August 4, 2004

CHASE INVESTMENT SERVICES CORP.

RIA

CRD#: 25574

TAMPA, FL

Past

November 19, 2001 - August 4, 2004

CHASE INVESTMENT SERVICES CORP.

CRD#: 25574

CHICAGO, IL

Past

October 2, 2001 - November 19, 2001

IDS LIFE INSURANCE COMPANY

CRD#: 6321

MINNEAPOLIS, MN

Past

October 2, 2001 - November 19, 2001

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

MINNEAPOLIS, MN

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.

Highlighted states indicate IAR registrations

IAR

Florida
(11/3/2025)

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 65

Date: 6/29/2004

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 11/30/2001

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7TO

Date: 7/14/2022

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 10/1/2001

General Securities Representative Examination

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

(xxx) xxx-xxxx

xxxxx@xxxx.xxx

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Firm Stability Insights

ILLYA M. BERMANT

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view ILLYA MANUEL BERMANT's CRS (Customer Relationship Summary).

Certified licenses

Experience

WALSER WEALTH MANAGEMENT COMPANY, A LIMITED LIABILITY COMPANY

FISHER INVESTMENTS

CHARLES SCHWAB & CO., INC.

CHARLES SCHWAB & CO., INC.

WELLS FARGO CLEARING SERVICES, LLC

WELLS FARGO CLEARING SERVICES, LLC

CHASE INVESTMENT SERVICES CORP.

CHASE INVESTMENT SERVICES CORP.

IDS LIFE INSURANCE COMPANY

AMERIPRISE FINANCIAL SERVICES, LLC

Primary Firm SEC Registration

MCADAM LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 6/29/2004

Series 63

Date: 11/30/2001

Series 7TO

Date: 7/14/2022

SIE

Date: 10/1/2018

Series 7

Date: 10/1/2001

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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