Kevin E. Walsh

MCADAM LLC

St Johns, FL

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CRD#: 5144979

Professional summary

Kevin Eugene Walsh, who also goes by Kevin E Walsh, is a registered financial advisor currently at MCADAM LLC located in St Johns, Florida.

Kevin is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2008. Kevin has worked at 4 firms and has passed the Series 66, Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Kevin E Walsh

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. 02/2013-PRESENT. 200 LARKIN PLACE UNIT 107 ST JOHNS, FL 32259. 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. 02/2013-PRESENT. 200 LARKIN PLACE UNIT 107 ST JOHNS, FL 32259. 10 HRS/MONTH. 10 HRS/MONTH DURING TRADING. DUTIES: FIXED INSURANCE SALES.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kevin Eugene Walsh'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

October 3, 2014 - Present

MCADAM LLC

RIA

CRD#: 170914

St Johns, FL

Past

October 3, 2014 - January 21, 2025

PURSHE KAPLAN STERLING INVESTMENTS

CRD#: 35747

Vienna, VA

Past

March 7, 2013 - October 3, 2014

VOYA FINANCIAL ADVISORS, INC.

RIA

CRD#: 2882

TYSONS CORNER, VA

Past

February 6, 2013 - October 3, 2014

VOYA FINANCIAL ADVISORS, INC.

CRD#: 2882

TYSONS CORNER, VA

Past

July 23, 2008 - November 15, 2010

SANFORD C. BERNSTEIN & CO., LLC

CRD#: 104474

NASHVILLE, TN

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
(10/4/2023)

IAR

Texas
(5/10/2021)

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: 2/25/2013

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 10/24/2008

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 2/5/2013

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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Advisor Monitoring

Firm Stability Insights

Kevin E. Walsh

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kevin Eugene Walsh's CRS (Customer Relationship Summary).

Certified licenses

Experience

PURSHE KAPLAN STERLING INVESTMENTS

VOYA FINANCIAL ADVISORS, INC.

VOYA FINANCIAL ADVISORS, INC.

SANFORD C. BERNSTEIN & CO., LLC

Primary Firm SEC Registration

MCADAM LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 2/25/2013

Series 63

Date: 10/24/2008

SIE

Date: 10/1/2018

Series 7

Date: 2/5/2013

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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