Benjamin Andre Holtz

Employer firm

Mcadam LLC CRD 170914

$2.68B regulatory AUM 271 advisory clients

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Portfolio management (institutions)
Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers

Mcadam Llc

150 N. Radnor Chester Road Suite F-200, Radnor, PA 19087 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED_RES	2024-06-18
CA	RA	APPROVED	2022-10-10

TX RA
APPROVED_RES

Since 2024-06-18
CA RA
APPROVED

Since 2022-10-10

Branch Locations

Oakland, CA • United States

150 N. Radnor Chester Road Suite F-200, Radnor, PA 19087 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Mcadam Llc	Oakland	CA	05/2021	Present
University Of California Berkeley	Berkley	CA	09/2016	05/2021
University Of California Berkeley	Berkley	CA	09/2019	05/2021

05/2021 → Present

Mcadam Llc

Oakland, CA
09/2016 → 05/2021

University Of California Berkeley

Berkley, CA
09/2019 → 05/2021

University Of California Berkeley

Berkley, CA

Other Businesses

1)MCADAM LLC, RIA, INVESTMENT RELATED. 05/2021-PRESENT. 269 FAIRMOUNT AVE OAKLAND, CA 94611. INVESTMENT ADVISOR REPRESENTATIVE. 160 HRS/MONTH. 160 HRS/MONTH TRADING DURING TRADING. DUTIES: INVESTMENT RELATED ACTIVITIES. 2)MCADAM INSTITUTIONAL BROKERAGE, NOT INVESTMENT RELATED, FIXED INSURANCE SALES. 05/2021-PRESENT. 269 FAIRMOUNT AVE OAKLAND, CA 94611. 10 HRS/MONTH. 10 HRS/MONTH DURING TRADING. DUTIES: FIXED INSURANCE SALES.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2021-08-23

S65 Uniform Investment Adviser Law Examination

2021-08-23

View on SEC IAPD