John
Reid

Mcadam LLC

CRD#7631480
Investment Advisor
in Denver, CO

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About this Advisor

John Reid is a financial advisor based in Denver, Colorado, working with Mcadam LLC. John has previously held positions at The Ritz Carlton, Mcadam LLC, University Of California Research Institute, University Of California, University Of Virginia, 8Th Judicial Court, Taos Ski Valley, Global Vision International, California State University, Taos High School, and Winter Park Ski Resort. John has passed the Series 65 regulatory exam and is registered to provide services in Colorado and Texas. Currently, John is part of Mcadam LLC, which operates out of Denver, Colorado. The firm has 68 offices and 180 employees. The firm manages assets totaling $1.7 billion and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, and selection of other advisers. The fee structure at Mcadam LLC includes asset-based and fixed fees.

Certifications and Registrations

Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

Denver, CO

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Mcadam LLC Brokerage Details

Total Assets Under Management

$1,739,052,473

CO Average: $15,833,994,310
Total Number of Employees

180

CO Average: 41
Total Number of Accounts

8,964

CO Average: 3,342
Average Account Size

$194,004

CO Average: $4,737,880

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers

John Reid Work History

2022 - Present (2 years)

Mcadam LLC

2022 - Present (2 years)

Winter Park Ski Resort

2022 - 2022 (< 1 year)

University Of California Research Institute

2021 - 2022 (1 year)

The Ritz Carlton

2020 - 2022 (2 years)

University Of California

2020 - 2020 (< 1 year)

California State University

2019 - 2019 (< 1 year)

8Th Judicial Court

2019 - 2019 (< 1 year)

Taos Ski Valley

2019 - 2019 (< 1 year)

Global Vision International

2017 - 2019 (2 years)

University Of Virginia

2013 - 2017 (4 years)

Taos High School

Disclosures

Please visit the SEC profile of John Reid to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Mcadam LLC

Micah Davis
Philadelphia, PA
Ryan Schmitt
Philadelphia, PA
Elias Park
Philadelphia, PA
Patrick Campbell
Langhorne, PA
Ian Helmus
Philadelphia, PA
Michael Morrissey
Philadelphia, PA
Anthony Rush
Vienna, VA
Christopher Degiacomo
Philadelphia, PA

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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