Elias Matthew-Junghee Park

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2018 → Present
  Mcadam Llc
  Westminster, CO
• 08/2014 → 05/2018
  Saint Joseph's University
  Philadelphia, PA
• 04/2021 → 12/2024
  Purshe Kaplan Sterling Investments
  Albany, NY
• 01/2025 → Present
  Madison Avenue Securities
  San Diego, CA

Other Businesses

1. Name: McAdam LLC. Investment Related: Yes; Address: 123 S Broad Street Suite 1500, Philadelphia, PA 19109; Nature of Business: RIA. Duties: IAR/Financial Advisor. Provide financial advice based on the needs of clients; Start Date: 01/2017; 160 Hours: 40 hours/week during trading hours. 2. Name: McAdam Institutional Brokerage; Investment Related: Yes; Nature of the Business: Insurance Sales including Fixed Annuities; Duties: Insurance Sales; Start Date: 02/2017; Hours Per Week: As Needed 3. Name: RETIREUS; Investment Related: No; Address: 2301 Cherry Street, Suite C1, Philadelphia, PA 19103; Nature of the Business: Marketing; Duties: Director of Financial Planning; Start Date: 01/2021; Hours Per Week: 10 Hours.

Exams

• S63 Uniform Securities Agent State Law Examination
  2021-09-22
• S65 Uniform Investment Adviser Law Examination
  2018-07-13

Designations

• Certified Financial Planner

Other Names

• Eli Park
• Elias Matthew Park