Patrick
Campbell

Mcadam LLC

CRD#7613321
Investment Advisor
in Langhorne, PA

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About this Advisor

Patrick Campbell is a financial advisor based in Langhorne, Pennsylvania, working with Mcadam LLC. Patrick has previously held positions at Mcadam LLC, Neshaminy High School, Pace University, Rx Medical Dynamics, Dublin Deck Bar & Grill, Salt Shack Bar & Grill, and Cobble & Co Restaurant. Patrick has passed the Series 65 regulatory exam and is registered to provide services in Pennsylvania. Currently, Patrick is part of Mcadam LLC, which operates out of Langhorne, 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

Langhorne, PA

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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

Patrick Campbell Work History

2022 - Present (2 years)

Mcadam LLC

2021 - 2021 (< 1 year)

Cobble & Co Restaurant

2020 - 2020 (< 1 year)

Rx Medical Dynamics

2018 - 2022 (4 years)

Pace University

2018 - 2019 (1 year)

Dublin Deck Bar & Grill

2018 - 2019 (1 year)

Salt Shack Bar & Grill

2014 - 2018 (4 years)

Neshaminy High School

Disclosures

Please visit the SEC profile of Patrick Campbell 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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