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Frances Diana Nicoletti

McAdam LLC

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About Frances Diana Nicoletti

Frances Nicoletti is an investment advisor representative with McAdam LLC. Frances has been in the industry for over 10 years. Frances is registered in New Jersey and Texas and has licenses for Series 6, 63, and 65 exams. Frances is an active member of the investment community and is passionate about helping her clients achieve their financial goals.

Firm Information

Frances Nicoletti 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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Frances Nicoletti’s Registration & Firm History

PA

04/14/2021 - Present

McAdam LLC (PHILADELPHIA PA)

PA

10/03/2014 - 12/24/2020

PURSHE KAPLAN STERLING INVESTMENTS (Philadelphia PA)

PA

06/13/2013 - 10/03/2014

VOYA FINANCIAL ADVISORS, INC. (PHILADELPHIA PA)

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Licenses & Designations

IA

Issued 10/03/2013

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 06/24/2013

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/12/2013

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Frances Diana Nicoletti.
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