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RIA / WealthAdvisor24 years in industry

ILLYA MANUEL BERMANT

Advisor at MCADAM LLC

Tampa, FL | RADNOR, PA

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Search this name across graphsid dfx:ria:f866a71b-8aea-e704-bdc3-4d50ca12b567

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 18, 2026, 10:53 PM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 2
On other graphs: 0
Observed: Dec 3, 2001 to Sep 15, 2026

Across DFX

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.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

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: Nov 30, 2001earliest registration or exam on IAPD
Years in industry: 24derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 5
Current registrations: 1
Registered states: 1
Exams: S63|S65
First exam: Nov 30, 2001
First registration: Dec 3, 2001
Dual registered: no
Other names: ILLYA M BERMANT
IAPD individual key: 4446464

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
MCADAM LLC	Independent wealth	Nov 3, 2025	n/a	yes	Tampa, FL\|RADNOR, PA	Current employment
WALSER WEALTH MANAGEMENT COMPANY, A LIMITED LIABILITY COMPANY	Independent wealth	May 23, 2023	Oct 21, 2025	no	TAMPA, FL	Previous registration
FISHER INVESTMENTS	Independent wealth	Mar 15, 2021	Apr 27, 2023	no	TAMPA, FL\|PLANO, TX	Previous registration
CHARLES SCHWAB & CO., INC.	National bd RIA	Jun 12, 2009	Nov 25, 2020	no	Tampa, FL	Previous registration
WELLS FARGO ADVISORS	Wirehouse	Aug 13, 2004	May 29, 2009	no	ST. PETERSBURG, FL\|SAINT PETERSBURG, FL\|ST. PETERSBURG, FL\|ST. PETERSBURG, FL\|ST. PETERSBURG, FL\|TAMPA, FL\|SAINT PETERSBURG, FL	Previous registration
CHASE INVESTMENT SERVICES CORP.	Former SEC adviser	Dec 3, 2001	Aug 4, 2004	no	TAMPA, FL	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
WALSER WEALTH MANAGEMENT COMPANY, A LIMITED LIABILITY COMPANY	MCADAM LLC	Oct 21, 2025	Nov 3, 2025	13	Firm change	RIA to RIA
FISHER INVESTMENTS	WALSER WEALTH MANAGEMENT COMPANY, A LIMITED LIABILITY COMPANY	Apr 27, 2023	May 23, 2023	26	Firm change	RIA to RIA
CHARLES SCHWAB & CO., INC.	FISHER INVESTMENTS	Nov 25, 2020	Mar 15, 2021	110	Firm change	Ibd to RIA
WELLS FARGO ADVISORS	CHARLES SCHWAB & CO., INC.	May 29, 2009	Jun 12, 2009	14	Firm change	Wirehouse to ibd
CHASE INVESTMENT SERVICES CORP.	WELLS FARGO ADVISORS	Aug 4, 2004	Aug 13, 2004	9	Firm change	Other

Relationships

Registered with (6)

→ MCADAM LLCRegistered adviserregistration: current employment
Nov 3, 2025 to presentfactForm ADV
→ WALSER WEALTH MANAGEMENT COMPANY, A LIMITED LIABILITY COMPANYRegistered adviserregistration: previous registration
May 23, 2023 to Oct 21, 2025factForm ADV
→ FISHER INVESTMENTSRegistered adviserregistration: previous registration
Mar 15, 2021 to Apr 27, 2023factForm ADV
→ CHARLES SCHWAB & CO., INC.Registered adviserregistration: previous registration
Jun 12, 2009 to Nov 25, 2020factForm ADV
→ WELLS FARGO ADVISORSRegistered adviserregistration: previous registration
Aug 13, 2004 to May 29, 2009factForm ADV
→ CHASE INVESTMENT SERVICES CORP.Registered adviserregistration: previous registration
Dec 3, 2001 to Aug 4, 2004factForm ADV

Dated events

Occurred
Oct 21, 2025
Advisor changed firm
Illya Manuel Bermant left Walser Wealth Management Company, A Limited Liability Company for Mcadam Llc (registered 2025-11-03)
Form ADVobserved 3 days ago
Occurred
Apr 27, 2023
Advisor changed firm
Illya Manuel Bermant left Fisher Investments for Walser Wealth Management Company, A Limited Liability Company (registered 2023-05-23)
Form ADVobserved 3 days ago