Robert T. Kovalesky

MCADAM LLC

Charlotte, NC

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CRD#: 4842293

Professional summary

Robert Thomas Kovalesky JR, who also goes by Robert Thomas Kovalesky Jr., Robert Thomas Kovalesky, Robert Kovalesky, is a registered financial advisor currently at MCADAM LLC located in Charlotte, North Carolina.

Robert is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2005. Robert has worked at 4 firms and has passed the Series 65, Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Robert Thomas Kovalesky Jr. | Robert Thomas Kovalesky | Robert Kovalesky

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.

a. MCADAM LLC, RIA, INVESTMENT RELATED. 01/2023-PRESENT. 905 KENILWORTH AVE APT 546 CHARLOTTE, NC 28202. INVESTMENT ADVISOR REPRESENTATIVE. 160 HRS/MONTH. 160 HRS/MONTH TRADING DURING TRADING. DUTIES: INVESTMENT RELATED ACTIVITIES. b. MCADAM INSTITUTIONAL BROKERAGE, NOT INVESTMENT RELATED, FIXED INSURANCE SALES. 01/2023-PRESENT. 905 KENILWORTH AVE APT 546 CHARLOTTE, NC 28202. 10 HRS/MONTH. 10 HRS/MONTH DURING TRADING. DUTIES: FIXED INSURANCE SALES. c. STASH WEALTH, RIA, INVESTMENT RELATED. 05/2016-PRESENT. 1230 W MOREHEAD ST SUITE 106 CHARLOTTE, NC 28208. PARTNER. 160 HRS/MONTH. 160 HRS/MONTH TRADING DURING TRADING. DUTIES: INVESTMENT RELATED ACTIVITIES.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Robert Thomas Kovalesky JR'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 17, 2023 - Present

MCADAM LLC

RIA

CRD#: 170914

Charlotte, NC

Past

August 25, 2018 - August 12, 2022

STASH WEALTH, LLC

RIA

CRD#: 167072

CHARLOTTE, NC

Past

February 18, 2010 - May 13, 2016

MORGAN STANLEY

RIA

CRD#: 149777

NEW YORK, NY

Past

February 16, 2010 - May 13, 2016

MORGAN STANLEY

CRD#: 149777

NEW YORK, NY

Past

January 27, 2005 - April 13, 2009

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA

CRD#: 7691

PENNINGTON, NJ

Past

January 1, 2005 - April 13, 2009

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

NEW YORK, 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".

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

North Carolina
(1/17/2023)

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: 2/7/2018

Uniform Investment Adviser Law Examination

State Security Law Exam

IAR

Series 66

Date: 1/26/2005

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 5/13/2016

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 12/17/2004

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.

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Firm Stability Insights

Robert T. Kovalesky

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Robert Thomas Kovalesky JR's CRS (Customer Relationship Summary).

Certified licenses

Experience

STASH WEALTH, LLC

MORGAN STANLEY

MORGAN STANLEY

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Primary Firm SEC Registration

MCADAM LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 2/7/2018

Series 66

Date: 1/26/2005

SIE

Date: 5/13/2016

Series 7

Date: 12/17/2004

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

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