Mark
Dimatteo

Mcadam LLC

CRD#7276507
Investment Advisor
in Philadelphia, PA

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Mark Dimatteo is a financial advisor based in Philadelphia, Pennsylvania, working with Mcadam LLC. Mark has previously held positions at Mcadam LLC, Iron Hill Brewery, Kildare's Irish Pub, Ifly World, Redbull, Chima Brazilian Steakhouse, and Catholic University Of America. Mark has passed the Series 65 regulatory exam and is registered to provide services in Pennsylvania and Texas. Currently, Mark 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

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

$1,739,052,473

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

Mark Dimatteo Work History

2020 - Present (4 years)

Mcadam LLC

2019 - 2020 (1 year)

Iron Hill Brewery

2018 - 2019 (1 year)

Kildare'S Irish Pub

2018 - 2019 (1 year)

Ifly World

2018 - 2018 (< 1 year)

Redbull

2018 - 2018 (< 1 year)

Chima Brazilian Steakhouse

2013 - 2020 (7 years)

Catholic University Of America

Disclosures

Please visit the SEC profile of Mark Dimatteo 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
Spencer Harrison
Philadelphia, PA
Andrew Duffy
Philadelphia, PA
Elias Park
Philadelphia, PA
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.

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