Thomas
Williams
Mcadam LLC
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About this Advisor
Thomas Williams is a financial advisor based in Philadelphia, Pennsylvania who has 3 years of industry experience. Williams works at Mcadam LLC. The advisor has gained experience at Mcadam, The Continental Midtown, Sullivans Steakhouse, King Pizza, Moshulu, Pizza Hut, Prostar Packaging, North End Swim Club, Neurosurgical Care LLC, Ymca, Temple University, Pottsgrove Highschool and Mcadam LLC. Williams maintains a Series 65 license, certifying them as an investment advisor representative, and can work in Pennsylvania. Mcadam LLC is a registered investment business operating out of Philadelphia, PA. The firm has offices in 59 locations and a total of 240 employees. It controls $1 billion in assets across its 7,779 accounts, making it one of the larger investment advisory firms in the country by assets under management. Of its 7,779 customer accounts, just 7% belong to high-net-worth individuals who have greater than $1 million in assets. Mcadam LLC provides a broad array 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 management fees usually are based on the services. However, fee types billed by Mcadam LLC most likely include 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
Thomas Williams Work History
Thomas has been registered as a financial advisor for 3 years.*
Mcadam LLC
Mcadam
The Continental Midtown
Sullivans Steakhouse
King Pizza
Moshulu
Pizza Hut
Prostar Packaging
Temple University
North End Swim Club
Neurosurgical Care LLC
Ymca
Pottsgrove Highschool
*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 Thomas Williams 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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