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Illya Bermant

Mcadam LLC
24 Years of Experience
Tampa, FL
4 DisclosuresSells Insurance
View SEC Summary
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Illya Bermant is a registered investment advisor at Mcadam LLC, based in Tampa, FL, with 24 years of industry experience. Illya operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Business Owners, Charitable Giving, Corporate Executives, and 9 more. Their firm serves 5,551 clients with $2.7B in assets under management.

Mcadam LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
135 advisors
Number of Clients
5,551 clients
Average Client Portfolio
$482K average
Assets Under Management
$2.7B

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.75%

Annual fee is negotiable and varies up to 1.75% based on account size, portfolio composition, and servicing needs. Direct indexing adds an extra 0.15%.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

Tampa, FL

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History

Regulatory History (4)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Employment Separation After Allegations
October 2020
Customer Dispute
January 2016
Settled
Customer Dispute
September 2008
Denied
Customer Dispute
April 2005
Settled
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Illya is a licensed insurance producer and sells insurance through Walser Wealth in Tampa, FL. This takes Illya a full-time commitment.

Employment History
Current Registrations
Mcadam LLC
November 2025 - Present · 11 mos
Previous Registrations
Walser Wealth Management Company, a Limited Liability Company
May 2023 - October 2025 · 2 yrs 5 mos
Fisher Investments
March 2021 - April 2023 · 2 yrs 1 mo
Charles Schwab & CO., INC.
June 2009 - November 2020 · 11 yrs 5 mos
Charles Schwab & CO., INC.Broker
June 2009 - November 2020 · 11 yrs 5 mos
Wells Fargo Advisors, LLC
August 2004 - May 2009 · 4 yrs 9 mos
Wells Fargo Advisors, LLCBroker
August 2004 - May 2009 · 4 yrs 9 mos
Chase Investment Services CORP.
December 2001 - August 2004 · 2 yrs 8 mos
Chase Investment Services CORP.Broker
November 2001 - August 2004 · 2 yrs 9 mos
American Express Financial Advisors INC.Broker
October 2001 - November 2001 · 1 mo
Ids Life Insurance CompanyBroker
October 2001 - November 2001 · 1 mo
State Registrations1 state
FL
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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