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Michael Weishon Yen

McAdam LLC

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About Michael Weishon Yen

Michael Weishon Yen is an Investment Advisor Representative at McAdam LLC, located in Philadelphia, PA. Michael has been in the financial services industry since June 2017 and has experience working at both McAdam LLC and Purshe Kaplan Sterling Investments. Michael holds a Series 6, Series 63, and Series 65 license and is registered to provide advisory services in Colorado and Virginia. Michael specializes in financial planning, portfolio management for businesses and individuals, and selection of other advisors.

Firm Information

Michael Yen 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 Yen’s Registration & Firm History

PA

12/21/2023 - Present

McAdam LLC (PHILADELPHIA PA)

VA

08/22/2017 - 11/15/2017

PURSHE KAPLAN STERLING INVESTMENTS (Tysons Corner VA)

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Licenses & Designations

IA

Issued 10/12/2017

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 09/13/2017

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 11/15/2017

SIE - Securities Industry Essentials Examination

BC

Issued 08/22/2017

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Michael Weishon Yen.
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