Michael Morrissey (CRD# 7619815) is an Investment Advisor Representative working at Mcadam LLC in Auburn, NY and has 1 year of experience in the finance industry.
CRD# 5591004
Cadaret Grant & Co Inc.
CRD# 1200413
Rbc Capital Markets, LLC
CRD# 828730
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Mcadam LLC | Auburn, NY | May 2022 - Current | 2 |
| Blue & White Scholarship Foundation | Wayne, PA | Sep 2020 - May 2022 | 1 |
| Villanova University | Villanova, PA | Aug 2018 - May 2022 | 3 |
| Nike | Waterloo, NY | May 2019 - Aug 2019 | < 1 |
| Wegmans | Auburn, NY | Jun 2016 - Aug 2018 | 2 |
| Auburn High School | Auburn, NY | Sep 2014 - Jun 2018 | 3 |
| Auburn Jr High School | Auburn, NY | Aug 2012 - Jun 2014 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Aug 2022 |
- NY
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Total Assets Under Management1,739MILLIONS
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Total Number of Accounts8,964ACCOUNTS
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Average Account Value$194,004
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, NC, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, TN, TX, UT, VA, VT, WA, WI, WV
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