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Michael A Bond

McAdam LLC

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About Michael A Bond

Michael Bond is an Investment Advisor Representative at McAdam LLC with over two years of experience in the financial services industry. Michael has a Series 66, Series 7TO and SIE license. Michael has experience with individual and business portfolio management and financial planning. Michael has previously worked at VALIC FINANCIAL ADVISORS, INC. and AGIA. Currently, Michael is registered in Delaware, District of Columbia, Maryland, Pennsylvania, Virginia and West Virginia. The firm is headquartered in Philadelphia, Pennsylvania. The firm provides financial planning, portfolio management for individuals and businesses and selection of other advisers.

Firm Information

Michael Bond 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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Michael Bond’s Registration & Firm History

VA

09/20/2023 - Present

McAdam LLC (Vienna VA)

MD

07/17/2021 - 07/31/2023

VALIC FINANCIAL ADVISORS, INC. (LINTHICUM HEIGHTS MD)

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Licenses & Designations

BOTH

Issued 06/01/2021

Series 66 - Uniform Combined State Law Examination

BC

Issued 07/17/2021

Series 7TO - General Securities Representative Examination

BC

Issued 01/14/2021

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Michael A Bond.
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