Markus
Malmgren
Mcadam LLC
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About this Advisor
Markus Malmgren is a financial advisor working out of Vienna, Virginia with a total of 6 years of industry experience. Malmgren currently works for Mcadam LLC. Over the course of their career, Malmgren has held roles at Purshe Kaplan Sterling Investments, Mcadam LLC, University Of Mary Washington, Lawn Jockeys Landscaping, Great Meadow Foundation, Union First Monet Banks and Tri County Feeds LLC. Malmgren holds a Series 66 license, designating them as both a securities agent and an investment advisor representative, and can advise clients in Texas and Virginia. Mcadam LLC is a company operating out of Philadelphia, PA. The investment advisory business has offices in 59 locations and a total of 240 employees. It administers $1 billion in total assets across its 7,779 client accounts, making it one of the bigger 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. The advisory firm offers a diverse assortment 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 management largely are based on which service is provided. Fee types billed by Mcadam LLC most likely are comprised of any combination of 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
Markus Malmgren Work History
Markus has been registered as a financial advisor for 6 years.*
Purshe Kaplan Sterling Investments
Mcadam LLC
Lawn Jockeys Landscaping
Great Meadow Foundation
Tri County Feeds LLC
Great Meadow Foundation
Tri County Feeds LLC
Union First Monet Banks
Tri County Feeds LLC
University Of Mary Washington
*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 Markus Malmgren 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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