Christopher
Colasurdo

Mcadam LLC

CRD#5809178
Investment Advisor
in Philadelphia, PA

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About this Advisor

Christopher Colasurdo is a financial advisor working in Philadelphia, Pennsylvania with 9 years of relevant experience. Colasurdo is on the advisory team at Mcadam LLC. Throughout their career, they have worked at Ing Financial Partners, Mcadam LLC, Ja Bentley & Co and Purshe Kaplan Sterling Investments. Colasurdo has a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is registered to work in Pennsylvania. Mcadam LLC is an advisory business based in Philadelphia, PA. The investment advisory business has offices in 59 locations and a total of 240 financial advisors. It has $1 billion in 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 customer accounts, just 7% are held by high-net-worth individuals who have more than $1 million in investable assets. Mcadam LLC offers a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. A financial advisor's fees largely vary depending on which services the firm provides the client. Fees billed by Mcadam LLC may include some blend of asset-based and fixed fees.

Certifications and Registrations

Series 66

Years Registered*

9 years

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

Christopher Colasurdo Work History

Christopher has been registered as a financial advisor for 9 years.*

2014 - Present (10 years)

Mcadam LLC

2014 - Present (10 years)

Purshe Kaplan Sterling Investments

2014 - 2014 (< 1 year)

Ja Bentley & Co

2010 - 2014 (4 years)

Ing Financial Partners

*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 Christopher Colasurdo 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

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