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Thomas Joseph Redman

McAdam LLC

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About Thomas Joseph Redman

Thomas Joseph Redman is an investment advisor representative at McAdam LLC in Philadelphia, Pennsylvania. Thomas is a registered investment advisor in Pennsylvania. Thomas has been in the securities industry since 2015. He has passed the Series 7, Series 66, and SIE exams. He has experience with individuals and corporations. Thomas is committed to providing clients with personalized financial planning and investment management services. Thomas specializes in providing portfolio management services to individuals and businesses, and also selects other advisors for clients. He also provides financial planning services. Thomas has previously been employed at PURSHE KAPLAN STERLING INVESTMENTS in Philadelphia.

Firm Information

Thomas Redman 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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Thomas Redman’s Registration & Firm History

PA

09/18/2015 - Present

McAdam LLC (PHILADELPHIA PA)

PA

08/04/2015 - 05/31/2017

PURSHE KAPLAN STERLING INVESTMENTS (Philadelphia PA)

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Licenses & Designations

BOTH

Issued 09/01/2015

Series 66 - Uniform Combined State Law Examination

BC

Issued 05/31/2017

SIE - Securities Industry Essentials Examination

BC

Issued 08/04/2015

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Thomas Joseph Redman.
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