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RK

Robert T. Kovalesky

MCADAM
Charlotte, NC
Some features on this profile are disabled
CRD#: 4842293
RK
Robert Thomas Kovalesky JRMCADAM

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.

At a Glance

Always Fiduciary

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

BD
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

BD
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".
ML
MCADAM LLC
ALEXANDER FINANCIAL PLANNING | RETIREUS | OAKLINE PRIVATE WEALTH | NONA ADVISORS, LLC | MCADAM LLC | MCADAM FA LLC | MBVM PHILADELPHIA | LRVS ADVISORY GROUP | HARTMAN PRIVATE WEALTH | FINANCIAL PLANNERS GROUP | DONOHUE WEALTH MANAGEMENT | 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.

Highlighted states indicate IAR registrations

IAR
North Carolina
(1/17/2023)

Exams

What does exam status mean?
State Security Law Exam
IAR
Series 65
Status Unavailable
Passed: 2/7/2018
Uniform Investment Adviser Law Examination
State Security Law Exam
PR
IAR
Series 66
Status Unavailable
Passed: 1/26/2005
Uniform Combined State Law Examination
General Industry/Product Exam
PR
SIE
Status Unavailable
Passed: 5/13/2016
Securities Industry Essentials Examination
General Industry/Product Exam
PR
Series 7
Status Unavailable
Passed: 12/17/2004
General Securities Representative Examination

Current Firm

ML
MCADAM LLC
ALEXANDER FINANCIAL PLANNING | RETIREUS | OAKLINE PRIVATE WEALTH | NONA ADVISORS, LLC | MCADAM LLC | MCADAM FA LLC | MBVM PHILADELPHIA | LRVS ADVISORY GROUP | HARTMAN PRIVATE WEALTH | FINANCIAL PLANNERS GROUP | DONOHUE WEALTH MANAGEMENT | 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)
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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
174

SEC notice filing (46 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

DISCLOSURE BROCHURE (4/21/2026)

Regulatory assets under management

Total Number of Accounts10,513
AUM (Assets Under Management)$ 2,678,322,349

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.

Company Information

MCADAM LLC

CRD#: 170914Charlotte, NC

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