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Mark Baker McAdams

Icon Wealth Partners

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About Mark Baker McAdams

Mark Baker McAdams is a financial advisor with Icon Wealth Partners, located in Houston, Texas. Mark has been an investment advisor representative for Icon since 2017 and a registered representative since 2017. Mark has been registered with the Securities and Exchange Commission (SEC) since 1993 and has held various roles in the financial industry. Mark is experienced in financial planning and portfolio management for individuals and businesses.

Firm Information

Mark McAdams is currently registered with Icon Wealth Partners. Icon Wealth Partners is a Houston, TX-based registered investment advisor with approximately $1.90 billion in regulatory assets under management. They offer a range of advisory services, including financial planning, portfolio management for individuals, and credit and cash management solutions. The firm primarily serves high-net-worth individuals and corporations, with a focus on providing personalized wealth management solutions.
Icon Wealth Partners

1980 POST OAK BOULEVARD

HOUSTON, TX 77056

$1.91B

Assets Under Management

Not reported

Total Clients

14

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 individuals

Personalized portfolio management to meet individual financial objectives.

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credit and cash management solutions

Credit and cash management solutions

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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percentage of assets

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

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other

Revenue sharing on eligible credit and cash management solutions

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Mark McAdams’s Registration & Firm History

TX

08/01/2022 - Present

Icon Wealth Partners (HOUSTON TX)

TX

03/02/2017 - 09/05/2024

PURSHE KAPLAN STERLING INVESTMENTS (Houston TX)

TX

06/01/2009 - 02/23/2017

MORGAN STANLEY (HOUSTON TX)

TX

12/09/1993 - 06/01/2009

CITIGROUP GLOBAL MARKETS INC. (HOUSTON TX)

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Licenses & Designations

IA

Issued 05/23/1997

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 12/14/1993

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/28/1998

Series 3 - National Commodity Futures Examination

BC

Issued 12/08/1993

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Mark Baker McAdams.
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