Jake
Pinto

Mcadam LLC

CRD#6742157
Investment Advisor
in Philadelphia, PA

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About this Advisor

Jake Pinto is a financial advisor based in Philadelphia, Pennsylvania, working with Mcadam LLC. Jake has previously held positions at Purshe Kaplan Sterling Investments, Mcadam LLC, Day Trader, Dutch'S Spirits, LLC, and Vengren Arborists. Jake has passed the Series 65 and Series 63 regulatory exams and is registered to provide services in Pennsylvania and Texas. Currently, Jake 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

Series 65, Series 63, CERTIFIED FINANCIAL PLANNER™

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

$1,739,052,473

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

180

PA Average: 41
Total Number of Accounts

8,964

PA Average: 3,342
Average Account Size

$194,004

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

Jake Pinto Work History

2016 - Present (8 years)

Mcadam LLC

2016 - 2018 (2 years)

Purshe Kaplan Sterling Investments

2016 - 2016 (< 1 year)

Day Trader

2014 - 2016 (2 years)

Dutch'S Spirits, LLC

2014 - 2014 (< 1 year)

Vengren Arborists

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of Jake Pinto 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

Patrick Campbell
Langhorne, PA
Michael Morrissey
Philadelphia, PA
Andrew Duffy
Philadelphia, PA
Nash Klinger
Boston, MA
Ian Helmus
Philadelphia, PA
Micah Davis
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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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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