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Robert Thomas Kovalesky

McAdam LLC

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About Robert Thomas Kovalesky

Robert Thomas Kovalesky is a financial advisor currently working for McAdam LLC in Charlotte, NC. Robert has been in the industry for over 16 years, with previous roles at Morgan Stanley and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Robert holds Series 7 and 66 licenses, as well as the SIE and Series 65 licenses. Robert is also a partner at Stash Wealth, an RIA based in Charlotte, NC. Robert's clients include individuals, high-net-worth individuals, corporations, and charitable organizations.

Firm Information

Robert Kovalesky 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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Robert Kovalesky’s Registration & Firm History

NC

01/17/2023 - Present

McAdam LLC (Charlotte NC)

NY

02/16/2010 - 05/13/2016

MORGAN STANLEY (NEW YORK NY)

NY

01/01/2005 - 04/13/2009

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)

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Licenses & Designations

IA

Issued 02/07/2018

Series 65 - Uniform Investment Adviser Law Examination

BOTH

Issued 01/26/2005

Series 66 - Uniform Combined State Law Examination

BC

Issued 05/13/2016

SIE - Securities Industry Essentials Examination

BC

Issued 12/17/2004

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Robert Thomas Kovalesky.
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