Brittany
Oliveira
Mcadam LLC
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About this Advisor
Brittany Oliveira is a financial advisor based in Philadelphia, Pennsylvania, working with Mcadam LLC. Brittany has previously held positions at Mcadam LLC, Frontera Grill, and the University Of Massachusetts - Dartmouth. Brittany has passed the Series 65 regulatory exam and is registered to provide services in Massachusetts. Currently, Brittany is part of Mcadam LLC, which operates out of Philadelphia, Pennsylvania. 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
Services Offered
Fee Structure
Office Location
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Mcadam LLC Brokerage Details
$1,739,052,473
180
8,964
$194,004
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
Brittany Oliveira Work History
Mcadam LLC
Frontera Grill
University Of Massachusetts - Dartmouth
Disclosures
Please visit the SEC profile of Brittany Oliveira 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
Philadelphia, PA
Philadelphia, PA
Philadelphia, PA
Philadelphia, PA
Philadelphia, PA
Boston, MA
Vienna, VA
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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