Abigail
Cramer

Mcadam LLC

CRD#7489592
Investment Advisor
in Philadelphia, PA

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About this Advisor

Abigail Cramer is a financial advisor working out of Philadelphia, Pennsylvania who has 1 year of relevant experience. Cramer is on the advisory team at Mcadam LLC. During their career, Cramer has held roles at Mcadam LLC, Temecula Middle School, Cold Stone Creamery, Penfolds Cafe & Bakery, Syracuse University, Strong Hearts Cafe, Nob Hill Apartments and Temecula High School. Cramer holds a Series 65 license, certifying them as an investment advisor representative, and is approved to serve investors in New York. Mcadam LLC is a registered investment firm headquartered in Philadelphia, PA. It has offices in 59 locations and a total of 240 advisors. It administers $1 billion in total assets across its 7,779 client accounts, making it one of the larger investment advisory firms in the United States by assets under management. Of its 7,779 client accounts, just 7% belong to high-net-worth clients who have more than $1 million in investable assets. The business offers a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. Financial management fees vary depending on the services. However, fees charged by Mcadam LLC can consist of asset-based and fixed fees.

Certifications and Registrations

Series 65

Years Registered*

1 year

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

1880 John F Kennedy Boulevard 16Th Floor
Philadelphia, PA 19103

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Mcadam LLC Brokerage Details

Total Assets Under Management

$1,255,471,408

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

240

PA Average: 41
Total Number of Accounts

7,779

PA Average: 3,342
Average Account Size

$161,392

PA 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

Abigail Cramer Work History

Abigail has been registered as a financial advisor for 1 years.*

2021 - Present (3 years)

Mcadam LLC

2020 - 2020 (< 1 year)

Nob Hill Apartments

2019 - 2021 (2 years)

Syracuse University

2018 - 2018 (< 1 year)

Penfolds Cafe & Bakery

2018 - 2021 (3 years)

Syracuse University

2018 - 2019 (1 year)

Strong Hearts Cafe

2017 - 2018 (1 year)

Cold Stone Creamery

2014 - 2018 (4 years)

Temecula High School

2011 - 2014 (3 years)

Temecula Middle School

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Abigail Cramer 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

Kevin Walsh
Philadelphia, PA
Jason Watson
Philadelphia, PA
Karen Sullivan
Philadelphia, PA
Cole Draper
Philadelphia, PA
Kristen Koonce
Philadelphia, PA
Brittany Oliveira
Philadelphia, PA
Robert Stark
Philadelphia, PA
Shaopeng Zhu
Philadelphia, PA

The content in this profile was updated by SmartAsset on 4/16/2023. 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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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