Conor
O'Malley
Mcadam LLC
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About this Advisor
Conor O'Malley is a financial advisor working in Philadelphia, Pennsylvania. O'Malley is an advisor for Mcadam LLC. Their career trajectory has included roles at Saint Joseph'S University, Scituate High School, Gates Intermediate School, Mcadam LLC Dba Retireus, Mcadam LLC Dba Cornerstone Capital Planning, City Tap House Logan Square, Saint Joseph'S University Athletics Department, Campaign For Working Families and Mill Wharf Restaurant. O'Malley has a Series 65 license, designating them as an investment advisor representative, and is registered to operate in Pennsylvania. Mcadam LLC is a financial advisory company headquartered in Philadelphia, PA. The investment advisory business has offices in 59 locations and a total of 240 employees. It oversees $1 billion in total assets between its 7,779 accounts, placing it among the bigger financial 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 greater than $1 million in assets available to invest. The business performs 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. Fees for financial management typically depend on which services the firm provides the client. Fees charged by Mcadam LLC likely include asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Mcadam LLC Brokerage Details
$1,255,471,408
240
7,779
$161,392
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
Conor O'Malley Work History
Conor has been registered as a financial advisor for 0 years.*
Mcadam LLC Dba Retireus
Mcadam LLC Dba Cornerstone Capital Planning
City Tap House Logan Square
Mcadam LLC Dba Retireus
Mcadam LLC Dba Cornerstone Capital Planning
Campaign For Working Families
Saint Joseph'S University
Saint Joseph'S University Athletics Department
Mill Wharf Restaurant
Scituate High School
Gates Intermediate 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 Conor O'Malley 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
Philadelphia, PA
Philadelphia, PA
Boston, MA
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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