Zachary R. Clark

MCADAM LLC

Castle Hayne, NC

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CRD#: 7358296

Professional summary

Zachary R Clark, who also goes by Zachary Ryan Clark, is a registered financial advisor currently at MCADAM LLC located in Castle Hayne, North Carolina.

Zachary is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. Zachary has worked at 1 firm and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Zachary Ryan Clark

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, RIA, INVESTMENT RELATED. 01/2021-PRESENT. 4533 Parsons Mill Dr., Castle Hayne, NC 28429. INVESTMENT ADVISOR REPRESENTATIVE. 160 HRS/MONTH. 160 HRS/MONTH TRADING DURING TRADING. DUTIES: INVESTMENT RELATED ACTIVITIES. 2)MCADAM INSTITUTIONAL BROKERAGE, NOT INVESTMENT RELATED, FIXED INSURANCE SALES. 01/2021-PRESENT. 4533 Parsons Mill Dr., Castle Hayne, NC 28429 10 HRS/MONTH. 10 HRS/MONTH DURING TRADING. DUTIES: FIXED INSURANCE SALES.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Zachary R Clark'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

December 4, 2024 - Present

MCADAM LLC

RIA

CRD#: 170914

Castle Hayne, NC

Past

March 30, 2021 - November 13, 2024

MCADAM LLC

RIA

CRD#: 170914

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".

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.

Highlighted states indicate IAR registrations

IAR

North Carolina
(12/4/2024)

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.

Exams

State Security Law Exam

IAR

Series 65

Date: 3/19/2021

Uniform Investment Adviser Law Examination

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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Zachary R. Clark

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Zachary R Clark's CRS (Customer Relationship Summary).

Certified licenses

Experience

MCADAM LLC

MCADAM LLC

Primary Firm SEC Registration

MCADAM LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 3/19/2021

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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