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Isaac Holland

Mcadam LLC

Pensacola, FL

Radnor, PA

CRD 8089963

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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

AuthorityCategoryStatusDate
FL RA APPROVED 2025-05-23
TX RA APPROVED 2025-05-08
  • FL RA
    APPROVED
    Since 2025-05-23
  • TX RA
    APPROVED
    Since 2025-05-08

Branch Locations

Pensacola, FL • 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
Goodmans Curwensville PA 06/2013 05/2021
Clarion University Of Pennsylvania Clarion PA 01/2017 05/2021
Mcadam Llc Pensacola FL 06/2021 Present
Mcadam Llc Pensacola FL 05/2025 Present
  • 06/2013 → 05/2021
    Goodmans
    Curwensville, PA
  • 01/2017 → 05/2021
    Clarion University Of Pennsylvania
    Clarion, PA
  • 06/2021 → Present
    Pensacola, FL
  • 05/2025 → Present
    Pensacola, FL
Other Businesses

1)MCADAM LLC, RIA, INVESTMENT RELATED. 05/2025-PRESENT. 4000 BEDEVERE DR PENSACOLA, FL 32514. 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. 09/2020-PRESENT. 4000 BEDEVERE DR PENSACOLA, FL 32514. 10 HRS/MONTH. 10 HRS/MONTH DURING TRADING. DUTIES: FIXED INSURANCE SALES.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-05-03
  • S65 Uniform Investment Adviser Law Examination
    2025-05-03

View on SEC IAPD

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