Investment adviser representative · McAdam LLC
Henry J. Yocum
CRD 7123720 · Radnor, PA
At a glance
Henry J. Yocum is an investment adviser representative with McAdam LLC in Radnor, PA, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Henry’s SEC record dates to 2020, about 6 years ago.
Current advisory firm
- McAdam LLCSince October 2020Radnor, PA · $2.7B in regulatory assets
SEC adviser record
- Registered since
- 2020 (6 years)
- Designations
- None on file
- Exams
- Series 65
- Registered in
- 2 states
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Henry’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- Locked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
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Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.