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Aaron Joseph Swenson

Mcadam LLC

Boston, MA

Radnor, PA

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Current Employers
Mcadam Llc

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

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2018-08-23
  • MA RA
    APPROVED
    Since 2018-08-23

Branch Locations

101 Federal St Suite 1900, Boston, MA 02110 • 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
OrganizationCityStateFromTo
Mcadam Llc Boston MA 05/2018 Present
Connecticut College New London CT 09/2014 05/2018
Middlesex School Concord MA 06/2017 07/2017
  • 05/2018 → Present
    Boston, MA
  • 09/2014 → 05/2018
    Connecticut College
    New London, CT
  • 06/2017 → 07/2017
    Middlesex School
    Concord, MA
Other Businesses

1)MCADAM LLC, RIA, INVESTMENT RELATED. 08/2018-PRESENT. 101 FEDERAL ST SUITE 1900 BOSTON, MA 02110. INVESTMENT ADVISOR REPRESENTATIVE. 160 HRS/MONTH. 160 HRS/MONTH TRADING DURING TRADING.DUTIES: INVESTMENT RELATED ACTIVITIES. 2)MCADAM INSTITUTIONAL BROKERAGE, NOT INVESTMENT RELATED, FIXEDINSURANCE SALES. 06/2018-PRESENT. 101 FEDERAL ST SUITE 1900 BOSTON, MA 02110. 10 HRS/MONTH. 10 HRS/MONTH DURING TRADING. DUTIES: FIXED INSURANCE SALES.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2018-08-09
  • S65 Uniform Investment Adviser Law Examination
    2018-08-09

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