RJ
Ronald J. Judkins
MCADAM LLC
Waltham, MA 02451
Some features on this profile are disabled
CRD#: 7281282
RJ
Professional summary
Ronald J Judkins Sr., who also goes by Ronald John Judkins Sr., Ronald John Judkins, is a registered financial advisor currently at MCADAM LLC located in Waltham, Massachusetts.
Ronald is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. Ronald has worked at 4 firms and has passed the Series 65, Series 63, Series 7TO, Series 6TO and SIE exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Ronald John Judkins Sr. | Ronald John Judkins
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: 303 Wyman St Suite 300 Waltham, MA 02451; Nature of Business: RIA. Duties: IAR/Financial Advisor. Provide financial advice based on the needs of clients; Start Date: 10/2014; 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: 05/2025; Hours Per Week: As Needed 3. Name: Birch Financial Partners; Investment Related: Yes; Nature of the Business: Financial Planning and investment advisory; Start Date: 05/2025; Hours Per Week: 40 Hours
CRS (Client Relationship Summary) - RIA
Click below to view Ronald J Judkins Sr.'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®
NoneExperience
Current
May 15, 2025 - Present
MCADAM LLC
Office #1: 303 Wyman St Suite 300, Waltham, MA 02451RIA
CRD#: 170914
Waltham, MA
Past
November 7, 2023 - February 12, 2025
EDWARD JONES
RIA
CRD#: 250
Winchester, MA
Past
October 27, 2023 - February 12, 2025
EDWARD JONES
BD
CRD#: 250
Winchester, MA
Past
March 29, 2022 - November 2, 2023
PRUCO SECURITIES, LLC.
RIA
CRD#: 5685
WAKEFIELD, MA
Past
May 24, 2021 - November 2, 2023
PRUCO SECURITIES, LLC.
BD
CRD#: 5685
WAKEFIELD, MA
Past
January 4, 2021 - June 18, 2021
NYLIFE SECURITIES LLC
BD
CRD#: 5167
WALTHAM, 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".
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
Massachusetts(5/15/2025)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 4/14/2022
General Securities Representative ExaminationGeneral Industry/Product Exam
RR
Series 6TO
Date: 1/2/2021
Investment Company Products/Variable Contracts Representative ExaminationGeneral Industry/Product 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
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.
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
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.
Company Information
MCADAM LLC
CRD#: 170914Waltham, MA 02451TRUST BUT VERIFY
Monitor Ronald Judkins
Get automatic monthly alerts on:Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates
