AG
AG

Alaric Evan Goth

11 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEducation PlanningFinancial Planning & CoachingInsurance PlanningHigh Net Worth
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
Firm Size
228 advisors
Number of Clients
14,528 clients
Average Client Portfolio
$140K average
Assets Under Management
$2.0B

Fee Structure

Minimum Investment:$10K
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Location

150 N. Radnor Chester Road, Suite F-200, Radnor, PA, 19087

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Alaric is an Investment Advisor Representative (IAR) and financial advisor at McAdam LLC since 2014, dedicating about a quarter of his time during trading hours. He also engages in insurance sales, including fixed annuities, through McAdam Institutional Brokerage as needed since 2014.

Employment History
Current Registrations
Madison Avenue Securities, LLCBroker
January 2025 - Present · 1 yr 1 mo
Mcadam LLC
December 2014 - Present · 11 yrs 2 mos
Previous Registrations
Purshe Kaplan Sterling InvestmentsBroker
November 2014 - December 2024 · 10 yrs 1 mo
Voya Financial Advisors, INC.Broker
August 2014 - October 2014 · 2 mos
State Registrations2 states
TXVA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.