Lindsey T. Tummond

MCADAM LLC

Scottsdale, AZ

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CRD#: 5501116

Professional summary

Lindsey Tomasula Tummond, who also goes by Lindsey Suzanna Tomasula, Lindsey Suzanne Tomasula, Lindsey Tomasula, Lindsey S Tummond, Lindsey Suzanne Tummond, is a registered financial advisor currently at MCADAM LLC located in Scottsdale, Arizona and MADISON AVENUE SECURITIES, LLC located in Radnor, Pennsylvania.

Lindsey is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2008. Lindsey has worked at 9 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Lindsey Suzanna Tomasula | Lindsey Suzanne Tomasula | Lindsey Tomasula | Lindsey S Tummond | Lindsey Suzanne Tummond

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.) Name: McAdam, LLC; Investment Related: Yes; Address: 150 N. Radnor Chester Road, Suite F-200, Radnor, PA 19087; Nature of the Business: IAR providing financial planning and investment advisory advice to clients; Position: Investment Advisor Representative; Hours Per Week: 40 Hours; Start Date: 03/2025. 2.) Name: McAdam, LLC; Investment Related: Yes; Address: 150 N. Radnor Chester Road, Suite F-200, Radnor, PA 19087; Nature of the Business: Financial Advisor running client meetings; Position: Employee of McAdam; Hours Per Week: 40 Hours; Start Date: 04/2025. Insurance - AZ - Life, Accident, Health or Sickness, Variable Life & Variable Annuity

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Lindsey Tomasula Tummond'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

April 11, 2025 - Present

MCADAM LLC

RIA

CRD#: 170914

Scottsdale, AZ

Current

April 7, 2025 - Present

MADISON AVENUE SECURITIES, LLC

Office #1: 150 N. Radnor Chester Road, Suite F-200, Radnor, PA 19087

RIA

CRD#: 23224

Radnor, PA

Past

July 19, 2023 - April 17, 2025

LPL FINANCIAL LLC

RIA

CRD#: 6413

TEMPE, AZ

Past

July 19, 2023 - April 17, 2025

LPL FINANCIAL LLC

CRD#: 6413

TEMPE, AZ

Past

August 16, 2019 - July 25, 2023

BANCWEST INVESTMENT SERVICES, INC.

RIA

CRD#: 29357

TEMPE, AZ

Past

July 22, 2019 - July 19, 2023

BANCWEST INVESTMENT SERVICES, INC.

CRD#: 29357

TEMPE, AZ

Past

April 27, 2017 - September 13, 2017

NORTHERN TRUST SECURITIES, INC.

CRD#: 7927

Tempe, AZ

Past

August 27, 2014 - April 3, 2017

CCO CAPITAL, LLC

CRD#: 31147

PHOENIX, AZ

Past

August 16, 2012 - August 7, 2014

CAPITAL BROKERAGE CORPORATION

CRD#: 10465

GLEN ALLEN, VA

Past

May 25, 2012 - June 19, 2012

MML INVESTORS SERVICES, LLC

CRD#: 10409

SCOTTSDALE, AZ

Past

March 31, 2008 - February 14, 2012

VANGUARD MARKETING CORPORATION

CRD#: 7452

SCOTTSDALE, AZ

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.

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

Arizona
(4/7/2025)

IAR

Arizona
(4/11/2025)

Pennsylvania
(4/7/2025)

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. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 66

Date: 8/15/2019

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 4/8/2008

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 9/13/2017

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 11/6/2009

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 3/28/2008

Investment Company Products/Variable Contracts Representative Examination

SRO Registrations

FINRA

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

Lindsey T. Tummond

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Lindsey Tomasula Tummond's CRS (Customer Relationship Summary).

Certified licenses

Experience

MADISON AVENUE SECURITIES, LLC

LPL FINANCIAL LLC

LPL FINANCIAL LLC

BANCWEST INVESTMENT SERVICES, INC.

BANCWEST INVESTMENT SERVICES, INC.

NORTHERN TRUST SECURITIES, INC.

CCO CAPITAL, LLC

CAPITAL BROKERAGE CORPORATION

MML INVESTORS SERVICES, LLC

VANGUARD MARKETING CORPORATION

Primary Firm SEC Registration

MCADAM LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 8/15/2019

Series 63

Date: 4/8/2008

SIE

Date: 9/13/2017

Series 7

Date: 11/6/2009

Series 6

Date: 3/28/2008

FINRA

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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