Joshua
Levitus
Mcadam LLC
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About this Advisor
Joshua Levitus is a financial advisor based in Philadelphia, Pennsylvania. Levitus is an advisor for Mcadam LLC. The advisor has gained experience at Mcadam LLC Dba Retireus, Mcadam Ll Dba Cornerstone Capital Planning, Lehigh University, Council Rock High School, Holland Middle School, New Century Financial Group, The Gourmet Vendor and Elementary School. Levitus maintains a Series 65 license, designating them as an investment advisor representative, and is registered to serve investors in Pennsylvania. Mcadam LLC is a company headquartered in Philadelphia, PA. The investment advisory business has offices in 59 locations and a total of 240 people on staff. It handles $1 billion in assets across its 7,779 accounts, making it one of the bigger investment advisory firms in the United States by assets under management. Of its 7,779 accounts, just 7% are held by high-net-worth individuals who have at least $1 million in assets. Mcadam LLC has a wide array 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 advisory services usually are based on which services are offered. However, fee types charged by Mcadam LLC can consist of any blend of 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
Joshua Levitus Work History
Joshua has been registered as a financial advisor for 0 years.*
Mcadam LLC Dba Retireus
Mcadam Ll Dba Cornerstone Capital Planning
Lehigh University
New Century Financial Group
The Gourmet Vendor
Council Rock High School
Holland Middle School
Elementary 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 Joshua Levitus 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
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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