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Christopher Richard Morrissey

Mcadam LLC

Radnor, PA

CRD 6907212

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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
TX RA APPROVED_RES 2024-02-01
PA RA APPROVED 2018-01-29
  • TX RA
    APPROVED_RES
    Since 2024-02-01
  • PA RA
    APPROVED
    Since 2018-01-29

Branch Locations

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 Philadelphia PA 01/2018 Present
Self-Employed Philadelphia PA 01/2017 01/2018
Us Army, Judge Advocate General's Corps Fort Belvoir VA 07/2016 12/2016
  • 01/2018 → Present
    Philadelphia, PA
  • 01/2017 → 01/2018
    Self-Employed
    Philadelphia, PA
  • 07/2016 → 12/2016
    Us Army, Judge Advocate General's Corps
    Fort Belvoir, VA
Other Businesses

1.MCADAM LLC, RIA, INVESTMENT RELATED. 01/2018-PRESENT. 1880 JOHN F KENNEDY BLVD #1600, PHILADELPHIA, PA 19103. INVESTMENT ADVISOR REPRESENTATIVE. 160 HRS/MONTH. 160 HRS/MONTH DURING TRADING. DUTIES: INVESTMENT RELATED ACTIVITIES.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2018-01-10
  • S65 Uniform Investment Adviser Law Examination
    2018-01-10

View on SEC IAPD

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