Mark
Mcadams
Icon Wealth Partners
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About this Advisor
Mark Mcadams is a financial advisor based in Houston, Texas, working with Icon Wealth Partners. Mark has previously held positions at Morgan Stanley Smith Barney, Morgan Stanley Private Bank, National Association, Icon Wealth Advisors, LLC, Icon Wealth Partners, LLC, and Purshe Kaplan Sterling Investments, Inc. Mark has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Texas. Currently, Mark is part of Icon Wealth Partners, which operates out of Houston, Texas. The firm has 1 office and 21 employees. The firm manages assets totaling $1.9 billion and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, selection of other advisers, and other services. The fee structure at Icon Wealth Partners includes asset-based and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Icon Wealth Partners Brokerage Details
$1,905,261,319
21
3,998
$476,554
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Other
Mark Mcadams Work History
Icon Wealth Advisors, LLC
Purshe Kaplan Sterling Investments, Inc
Icon Wealth Partners, LLC
Morgan Stanley Smith Barney
Morgan Stanley Private Bank, National Association
Disclosures
Please visit the SEC profile of Mark Mcadams 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 Icon Wealth Partners
Houston, TX
Houston, TX
Houston, TX
Houston, TX
Houston, TX
Houston, TX
Houston, TX
Houston, TX
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