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Broderick Zisko

Mcadam LLC
10 Years of Experience
Boston, MA
Sells Insurance
View SEC Summary
View SEC Summary

Broderick Zisko is a registered investment advisor at Mcadam LLC, based in Boston, MA, with 10 years of industry experience. Broderick 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
137 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
—
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Location

101 Federal St, Suite 1900, Boston, MA, 02110

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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

Broderick works as an investment advisor representative for McAdam LLC, a registered investment advisor, dedicating full-time hours. He also works as an agent for McAdam Institutional Brokerage, generating fixed insurance sales for a few hours per week, and prepares client taxes for The Zisko Tax Group for about 10-20% of his time.

Employment History
Current Registrations
Mcadam LLC
September 2016 - Present · 10 yrs 1 mo
Previous Registrations
Purshe Kaplan Sterling InvestmentsBroker
July 2016 - November 2018 · 2 yrs 4 mos
State Registrations1 state
MA
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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