Justin P. Caudle
MCADAM LLC
Tysons, VA 22102
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CRD#: 5532228
Professional summary
Justin P Caudle, CFP® is a registered financial advisor currently at MCADAM LLC located in Tysons, Virginia.
Justin is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2009. Justin has worked at 3 firms and has passed the Series 66, SIE, Series 7 and Series 24 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
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. INVESTMENT RELATED. 1750 Tysons Blvd, Suite 1500, Mclean VA 22102. RIA. INVESTMENT ADVISOR REPRESENTATIVE. 10/2014. 160 HRS/ MO. INVESTMENT RELATED ACTIVITIES. 2)McAdam Institutional Brokerage. NOT INVESTMENT RELATED. 1750 Tysons Blvd, Suite 1500, Mclean VA 22102. FIXED INSURANCE. INSURANCE AGENT. 10/2014. 10 HRS/MO. FIXED INSURANCE SALES. 3) Caudle Meares, LLC. Investment Related. 1750 Tysons Blvd, Suite 1500, McLean VA 22102. Co-Owner. 10/2017-Present. 40 hours month, all during Trading Hours. Financial Planning and Wealth Management. 4) Financial Planning Association - National Capital Area. Investment Related. 1478 Greenmont Court Reston, VA 20190. Director. 11/2023-Present. 5 hours/month. 0 hours/month during trading. Director.
CRS (Client Relationship Summary) - RIA
Click below to view Justin P Caudle's 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®
CFP®
Start date: 2015
Experience
Current
October 3, 2014 - Present
MCADAM LLC
Office #1: 1750 Tysons Blvd Suite 1140, Tysons, VA 22102RIA
CRD#: 170914
Tysons, VA
Past
October 3, 2014 - June 30, 2020
PURSHE KAPLAN STERLING INVESTMENTS
BD
CRD#: 35747
McLean, VA
Past
August 27, 2009 - October 3, 2014
VOYA FINANCIAL ADVISORS, INC.
RIA
CRD#: 2882
TYSONS CORNER, VA
Past
August 4, 2009 - October 3, 2014
VOYA FINANCIAL ADVISORS, INC.
BD
CRD#: 2882
TYSONS CORNER, VA
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 | NONA ADVISORS, LLC | MCADAM LLC | MCADAM FA LLC | MBVM PHILADELPHIA | LRVS ADVISORY GROUP | FINANCIAL PLANNERS GROUP | 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
Texas(4/7/2021)
IAR
Virginia(10/3/2014)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Current Firm
ML
MCADAM LLC
ALEXANDER FINANCIAL PLANNING | RETIREUS | NONA ADVISORS, LLC | MCADAM LLC | MCADAM FA LLC | MBVM PHILADELPHIA | LRVS ADVISORY GROUP | FINANCIAL PLANNERS GROUP | 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)Upgrade to AdvisorCheck Premium
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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
Regulatory assets under management
| Total Number of Accounts | 10,346 |
| AUM (Assets Under Management) | $ 2,294,363,822 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
