Adviser and broker representative · McAdam LLC
Nicholas J. Falzone
CRD 6683145 · Boston, MA
At a glance
Nicholas J. Falzone is an investment adviser representative with McAdam LLC in Boston, MA, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Nicholas’s SEC record dates to 2016, about 9 years ago. Nicholas is also registered as a broker representative.
Current advisory firm
- McAdam LLCSince October 2016Boston, MA · $2.7B in regulatory assets
SEC adviser record
- Registered since
- 2016 (9 years)
- Designations
- None on file
- Exams
- Series 63, Series 65
- Registered in
- 1 state
- Also a broker representative
- Yes
- Disclosures on record
- None
AtlasMembers
Nicholas’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
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
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 and FINRA BrokerCheck.
More at McAdam LLC
- Kirsten A. Buddington DavisBoston
- Daniel J. CacciolaBoston
- Alyson DanaBoston
- Matthew E. DonohueBoston · Certified Financial Planner
- Andrew P. GeretyBoston
- Paul B. Mason IIIBoston
- Zachry H. McMannBoston
- Austin ShaughnessyBoston
Every advisor at McAdam LLC →McAdam LLC: assets, clients and custodians →Financial advisors in Boston, MA →Every McAdam LLC advisor in Boston →Advisor Moves: who changed firms this week →