Waltham, MA Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMTotal client AUM
$2,664,466,352
ClientsTotal clients
5,538
AdvisorsAdvisors at this office
2
Of 135 advisors across 41 offices
Location
303 Wyman St, Suite 300
Waltham MA 02451
Advisors at this office
2
Advisors at this office
Shaopeng Z
Series 63, Series 65
Waltham, MA
McAdam LLC
Shaopeng Zhu is a financial advisor at McAdam LLC with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at McAdam since 2014, with prior experience at Purshe Kaplan Sterling Investments and Madison Avenue Securities. McAdam LLC serves individuals, trusts, estates, charitable organizations, corporations, and government entities, including high-net-worth households. The firm provides financial planning, investment management, and retirement plan consulting, managing client portfolios on a discretionary basis using a range of traditional and specialized investment strategies.
Gregory H
Series 63, Series 65
Waltham, MA
McAdam LLC
Gregory Hughes is a financial advisor at McAdam LLC with 14 years of industry experience. He has held his current role since 2014 and previously worked at Purshe Kaplan Sterling Investments, Inc. from 2014 to 2017. Gregory holds Series 63 and Series 65 licenses. McAdam LLC advises individuals, trusts, estates, charitable organizations, corporations, and government entities, including high-net-worth households. The firm provides financial planning, investment management, and retirement plan consulting, managing client accounts on a discretionary basis with a diversified approach that includes traditional and alternative investments.
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