JT
James N. Trevouledes
MCADAM LLC
Philadelphia, PA 19103
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CRD#: 7006747
JT
Professional summary
James Nicholas Trevouledes, CFP®, who also goes by James Nicholas Trevouledes, is a registered financial advisor currently at MCADAM LLC located in Philadelphia, Pennsylvania and MADISON AVENUE SECURITIES, LLC located in Philadelphia, Pennsylvania.
James is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2021. James has worked at 3 firms and has passed the Series 63, Series 65, Series 7TO and SIE exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
James Nicholas Trevouledes
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: 123 S Broad Street Suite 1500, Philadelphia, PA 19109; Nature of Business: RIA. Duties: IAR/Financial Advisor. Provide financial advice based on the needs of clients; Start Date: 08/2018; 160 Hours: 40 hours/week during trading hours. 2. Name: McAdam Institutional Brokerage; Investment Related: Yes; Nature of the Business: Insurance Sales including Fixed Annuities; Duties: Insurance Sales; Start Date: 08/2017; Hours Per Week: As Needed
CRS (Client Relationship Summary) - RIA
Click below to view James Nicholas Trevouledes'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: 2021
Experience
Current
August 24, 2018 - Present
MCADAM LLC
Office #1: 2301 Cherry St Suite C1, Philadelphia, PA 19103RIA
CRD#: 170914
Philadelphia, PA
Current
January 9, 2025 - Present
MADISON AVENUE SECURITIES, LLC
Office #1: 123 S Broad Street Suite 1500, Philadelphia, PA 19109RIA
BD
CRD#: 23224
Philadelphia, PA
Past
April 1, 2021 - December 31, 2024
PURSHE KAPLAN STERLING INVESTMENTS
BD
CRD#: 35747
Philadelphia, PA
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.RR
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
RR
Arizona(1/9/2025)
RR
California(1/30/2025)
RR
Colorado(1/30/2025)
RR
Delaware(7/24/2025)
RR
Florida(1/30/2025)
RR
Maryland(1/9/2025)
RR
Michigan(1/9/2025)
RR
Minnesota(1/9/2025)
RR
New Jersey(1/9/2025)
RR
New York(1/9/2025)
RR
North Dakota(1/9/2025)
RR
Oklahoma(1/30/2025)
IAR
Pennsylvania(8/24/2018)
RR
Pennsylvania(1/9/2025)
RR
Wisconsin(1/9/2025)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 4/1/2021
General Securities Representative ExaminationGeneral Industry/Product Exam
SRO Registrations
RR
FINRA
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
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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.
