Michael
Bond

Mcadam LLC

CRD#7364556
Investment Advisor
in Vienna, VA

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About this Advisor

Michael Bond is a financial advisor based in Vienna, Virginia, working with Mcadam LLC. Michael has previously held positions at Philz Coffee, Starbucks Coffee, Buffalo Wild Wings, Valic Financial Advisors, Inc, Agia, Mcadam LLC, and Pks Investments. Michael has passed the Series 66 regulatory exam and is registered to provide services in Virginia. Currently, Michael is part of Mcadam LLC, which operates out of Vienna, Virginia. 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 66

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

8000 Towers Crescent Dr Suite 1300
Vienna, VA 22182

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Mcadam LLC Brokerage Details

Total Assets Under Management

$1,739,052,473

VA Average: $15,833,994,310
Total Number of Employees

180

VA Average: 41
Total Number of Accounts

8,964

VA Average: 3,342
Average Account Size

$194,004

VA 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

Michael Bond Work History

2023 - Present (1 year)

Mcadam LLC

2023 - Present (1 year)

Pks Investments

2022 - 2023 (1 year)

Agia

2021 - 2023 (2 years)

Valic Financial Advisors, Inc

2018 - 2020 (2 years)

Philz Coffee

2015 - 2018 (3 years)

Starbucks Coffee

2009 - 2015 (6 years)

Buffalo Wild Wings

Disclosures

Please visit the SEC profile of Michael Bond 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

Anthony Rush
Vienna, VA
Ian Helmus
Philadelphia, PA
Abigail Cramer
Philadelphia, PA
Christopher Degiacomo
Philadelphia, PA
Spencer Harrison
Philadelphia, PA
Alexander Johnson
Boston, MA
Patrick Campbell
Langhorne, PA
William Foote
Boston, MA

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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