Zachary
Kaufman

Mcadam LLC

CRD#7313338
Investment Advisor
in Palm Beach, FL

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About this Advisor

Zachary Kaufman is a financial advisor based in Palm Beach, Florida, working with Mcadam LLC. Zachary has previously held positions at Mcadam LLC, Chipotle Mexican Grill, The Strip Entertainment Group, Florida State University, and Stoneman Douglas High School. Zachary has passed the Series 65 regulatory exam and is registered to provide services in Florida. Currently, Zachary is part of Mcadam LLC, which operates out of Palm Beach, Florida. 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

Palm Beach, FL

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Mcadam LLC Brokerage Details

Total Assets Under Management

$1,739,052,473

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

180

FL Average: 41
Total Number of Accounts

8,964

FL Average: 3,342
Average Account Size

$194,004

FL 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

Zachary Kaufman Work History

2022 - Present (2 years)

Mcadam LLC

2020 - Present (4 years)

Mcadam LLC

2017 - 2019 (2 years)

The Strip Entertainment Group

2016 - 2020 (4 years)

Florida State University

2015 - 2016 (1 year)

Chipotle Mexican Grill

2012 - 2016 (4 years)

Stoneman Douglas High School

Disclosures

Please visit the SEC profile of Zachary Kaufman 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
Mark Yamane
Philadelphia, PA
Andrew Duffy
Philadelphia, PA
Elias Park
Philadelphia, PA
Ian Helmus
Philadelphia, PA
Ryan Schmitt
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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