Jake
Pinto

Mcadam LLC

CRD#6742157
Investment Advisor
in Philadelphia, PA

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Jake Pinto is a financial advisor based out of Philadelphia, Pennsylvania with a total of 6 years of industry experience. Pinto works at Mcadam LLC. Their career trajectory has included roles at Purshe Kaplan Sterling Investments, Mcadam LLC, Day Trader, Dutch'S Spirits, LLC, Vengren Arborists and Suny New Paltz. Pinto holds Series 65 and Series 63 licenses, certifying them as both a securities agent and an investment advisor representative, and can operate in Pennsylvania and Texas. Mcadam LLC is an advisory firm headquartered in Philadelphia, PA. It has offices in 59 locations and a total of 240 people on staff. It administers $1 billion in total assets between its 7,779 customer accounts, placing it among the bigger financial advisory firms in the country by assets under management. Of its 7,779 accounts, just 7% belong to high-net-worth investors who have greater than $1 million in assets. The firm has 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. Financial advisory fees typically are based on which service is provided. However, fee types billed by Mcadam LLC most likely include asset-based and fixed fees.

Certifications and Registrations

Series 65, Series 63

Years Registered*

6 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

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

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

Jake Pinto Work History

Jake has been registered as a financial advisor for 6 years.*

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

2011 - 2013 (2 years)

Suny New Paltz

*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 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

Kevin Walsh
Philadelphia, PA
Kristen Koonce
Philadelphia, PA
Robert Stark
Philadelphia, PA
Cole Draper
Philadelphia, PA
Jason Watson
Philadelphia, PA
Karen Sullivan
Philadelphia, PA
Brittany Oliveira
Philadelphia, PA
Dominic Phuah
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.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

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.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started