Joseph R. Macdonald

MCADAM LLC

Singer Island, FL

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CRD#: 6686707

Professional summary

Joseph Robert Macdonald is a registered financial advisor currently at MCADAM LLC located in Singer Island, Florida and MADISON AVENUE SECURITIES, LLC located in Boston, Massachusetts.

Joseph is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2016. Joseph has worked at 3 firms and has passed the Series 65, Series 63, SIE and Series 6 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. Name: McAdam LLC. Investment Related: Yes; Address: 101 Federal Street, Ste 1900, Boston, MA 02110; Nature of Business: Asset Management and Insurance; Duties: IAR/Financial Advisor. Provide financial advice based on the needs of clients; Start Date: 09/2016; Hours Per Week: 20 hours. 2. Name: McAdam Institutional Brokerage; Investment Related: Yes; Nature of the Business: Insurance Sales including Fixed Annuities; Duties: Insurance Sales; Start Date: 07/2016; Hours Per Week: As Needed

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Joseph Robert Macdonald'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

September 14, 2023 - Present

MCADAM LLC

RIA

CRD#: 170914

Singer Island, FL

Current

January 16, 2025 - Present

MADISON AVENUE SECURITIES, LLC

Office #1: 101 Federal Street #1900, Boston, MA 02110

RIA

CRD#: 23224

Boston, MA

Past

December 20, 2016 - September 5, 2023

MCADAM LLC

RIA

CRD#: 170914

Boston, MA

Past

August 11, 2016 - January 15, 2025

PURSHE KAPLAN STERLING INVESTMENTS

CRD#: 35747

Boston, MA

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

Connecticut
(7/11/2025)

IAR

Florida
(9/14/2023)

Florida
(1/23/2025)

Massachusetts
(1/16/2025)

Minnesota
(1/16/2025)

New Hampshire
(1/16/2025)

New Jersey
(2/12/2025)

New York
(1/16/2025)

Rhode Island
(1/16/2025)

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 65

Date: 12/20/2016

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 8/19/2016

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 6

Date: 8/11/2016

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

Joseph R. Macdonald

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Joseph Robert Macdonald's CRS (Customer Relationship Summary).

Certified licenses

Experience

MADISON AVENUE SECURITIES, LLC

MCADAM LLC

PURSHE KAPLAN STERLING INVESTMENTS

Primary Firm SEC Registration

MCADAM LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 12/20/2016

Series 63

Date: 8/19/2016

SIE

Date: 10/1/2018

Series 6

Date: 8/11/2016

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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