MB
Michael A. Bond
MCADAM LLC
Vienna, VA 22182
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CRD#: 7364556
MB
Professional summary
Michael A Bond, who also goes by Michael A Bond, is a registered financial advisor currently at MCADAM LLC located in Vienna, Virginia and MADISON AVENUE SECURITIES, LLC located in Vienna, Virginia.
Michael is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2021. Michael has worked at 4 firms and has passed the Series 66, Series 7TO and SIE exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Michael A Bond
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: 8000 Towers Crescent Dr., Suite 1300, Vienna VA, 22182. Nature of Business: RIA. Duties: IAR/Financial Advisor. Provide financial advice based on the needs of clients; Start Date: 8/2023. 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: 9/2023; Hours Per Week: As Needed 3. Name: Blue Dyer Distilling; Investment Related: No; Address: 52 Industrial Park Dr #15. Waldorf, MD 20602; Nature of the Business: Distillery; Position: Shareholder, Investor; Start Date: 10/2015; Hours Per Week: Zero
CRS (Client Relationship Summary) - RIA
Click below to view Michael A Bond'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
September 20, 2023 - Present
MCADAM LLC
Office #1: 8000 Towers Crescent Dr 13th Floor, Vienna, VA 22182RIA
CRD#: 170914
Vienna, VA
Current
January 3, 2025 - Present
MADISON AVENUE SECURITIES, LLC
Office #1: 8000 Towers Crescent Drive #1300, Vienna, VA 22182RIA
BD
CRD#: 23224
Vienna, VA
Past
September 19, 2023 - December 31, 2024
PURSHE KAPLAN STERLING INVESTMENTS
BD
CRD#: 35747
Vienna, VA
Past
August 2, 2021 - July 31, 2023
VALIC FINANCIAL ADVISORS, INC.
RIA
CRD#: 42803
LINTHICUM HEIGHTS, MD
Past
July 17, 2021 - July 31, 2023
VALIC FINANCIAL ADVISORS, INC.
BD
CRD#: 42803
LINTHICUM HEIGHTS, MD
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
IAR
Virginia(9/20/2023)
RR
Virginia(1/3/2025)
Exams
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 7/17/2021
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
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.
