This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Current firm

MCADAM LLC

Current firm class

independent wealth managerderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Aug 1, 2016earliest registration or exam on IAPD

Years in industry

10derivedfrom the industry start date

Years at current firm

1derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

1

Exams

S65|S63

First exam

Jul 27, 2020

First registration

Sep 11, 2020

Dual registered

no

IAPD individual key

7293059

• Occurred

  Mar 2, 2025
  Advisor changed firm

  Stephen Thomas Mccarrick left J.P. Morgan Securities Llc for Mcadam Llc (registered 2025-03-17)

  Form ADVobserved 6 days ago
• Occurred

  Feb 13, 2023
  Advisor changed firm

  Stephen Thomas Mccarrick left Mcadam Llc for J.P. Morgan Securities Llc (registered 2024-09-18)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:78055d88-d3dc-f749-89a5-9182ea01f419

First observed

Sep 11, 2020

Last observed

Sep 14, 2026 7 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.