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Davis Lee Wilson

McAdam LLC

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About Davis Lee Wilson

Davis Lee Wilson is an active investment advisor representative. Wilson has been working in the financial industry since 2017 and is registered in Massachusetts and Texas. Wilson has a Series 66, SIE and Series 7 licenses and specializes in retirement planning, financial planning, portfolio management, and investment advice. Davis Lee Wilson currently works at McAdam LLC, a firm that provides financial planning and portfolio management services to individuals, high-net-worth individuals, businesses, and corporations. Prior to joining McAdam LLC, Wilson worked at Purshe Kaplan Sterling Investments.

Firm Information

Davis Wilson is currently registered with McAdam LLC. McAdam LLC is a financial advisory firm headquartered in Philadelphia, Pennsylvania, with 180 licensed agents, 156 investment adviser representatives, and 45 registered representatives. They manage approximately $1.74 billion in assets for a diverse client base, including high-net-worth individuals, corporations, individuals, charitable organizations, and pension and profit-sharing plans. McAdam LLC offers financial planning, portfolio management for businesses and individuals, and selection of other advisors.
McAdam LLC

1880 JOHN F KENNEDY BOULEVARD

PHILADELPHIA, PA 19103

$1.74B

Assets Under Management

737

Total Clients

138

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Davis Wilson’s Registration & Firm History

MA

04/14/2021 - Present

McAdam LLC (Boston MA)

MA

08/01/2017 - 03/31/2022

PURSHE KAPLAN STERLING INVESTMENTS (Boston MA)

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Licenses & Designations

BOTH

Issued 08/29/2017

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/31/2017

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Davis Lee Wilson.
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