BO
BO

Brittany Lynn Oliveira

4 Years of Experience
Sells Insurance
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningCharitable GivingInsurance PlanningFinancial Planning & CoachingBusiness Owners
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
139 advisors
Number of Clients
5,608 clients
Average Client Portfolio
$409K average
Assets Under Management
$2.3B

Fee Structure

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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

Brittany is an investment advisor representative at MCADAM LLC since 2021, dedicating full-time hours to investment-related activities. She also engages in fixed insurance sales through MCADAM Institutional Brokerage for a few hours per week and works at Frontera Grill for about a third of her time.

Employment History
Current Registrations
Mcadam LLC
April 2021 - Present · 4 yrs 10 mos
State Registrations1 state
MA
Advisor
Exams
No exam information available for this advisor.