Reagan
Newton

Mcadam LLC

CRD#7636930
Investment Advisor
in Philadelphia, PA

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Reagan Newton is a financial advisor who works out of Philadelphia, Pennsylvania with a total of 1 year of industry experience. Newton is an advisor for Mcadam LLC. Their career trajectory has included roles at Student Agencies, Luna'S Street Food, Cornell University, Mcadam LLC, Kriya Revgen, Camp Longhorn, Taverna Banfi, Allen Austin, Memorial High School and Kinkaid. Newton maintains a Series 65 license, qualifying them as an investment advisor representative, and is registered to advise clients in Texas. Mcadam LLC is a registered investment business operating out of Philadelphia, PA. The firm has offices in 59 locations and a total of 240 people on staff. It oversees $1 billion in assets under management between its 7,779 accounts, placing it among the larger firms in the nation by assets under management. Of its 7,779 client accounts, just 7% belong to high-net-worth clients who have more than $1 million in assets available to invest. The company offers a wide set 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 largely vary depending on the financial services. However, fee types charged by Mcadam LLC likely consist of any blend of asset-based and fixed fees.

Certifications and Registrations

Series 65

Years Registered*

1 year

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

Reagan Newton Work History

Reagan has been registered as a financial advisor for 1 years.*

2022 - Present (2 years)

Mcadam LLC

2021 - 2022 (1 year)

Student Agencies

2021 - 2022 (1 year)

Luna'S Street Food

2021 - 2021 (< 1 year)

Kriya Revgen

2020 - 2020 (< 1 year)

Allen Austin

2019 - 2020 (1 year)

Cornell University

2018 - 2021 (3 years)

Cornell University

2018 - 2019 (1 year)

Taverna Banfi

2017 - 2019 (2 years)

Camp Longhorn

2017 - 2018 (1 year)

Memorial High School

2012 - 2017 (5 years)

Kinkaid

*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 Reagan Newton 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

Jason Watson
Philadelphia, PA
Karen Sullivan
Philadelphia, PA
Robert Stark
Philadelphia, PA
Kevin Walsh
Philadelphia, PA
Kristen Koonce
Philadelphia, PA
Brittany Oliveira
Philadelphia, PA
Cole Draper
Philadelphia, PA
Colton Siebert
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