Dominic Shih Yuan Phuah
Investment Adviser Representative at Mcadam LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Dominic Shih Yuan Phuah is an investment adviser representative with Mcadam LLC in Boston, MA, where they have been registered since 2020, the year they entered the securities industry. They have passed the Series 65 (investment adviser) exam. They are registered to provide investment advice in Massachusetts and Texas.
Office
Advisors at this office: 18
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Massachusetts, Texas
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- McAdam LLCJun 2020 – no end date reportedBoston, MA
- University of MassachusettsSep 2016 – Aug 2020Amherst, MA
- Thayer Inc, Maintenance WorkerMay 2015 – Aug 2019Cambridge, MA
Official records & sources
Data as of August 9, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Mcadam LLC
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Fixed fee
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Holistic financial planning, asset management, safe money strategies, tax strategy optimization, estate planning, investment risk management, and retirement income planning
Client types the firm serves
Firm assets under management
$1B–$5B
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 134
- Offices listed on AdvisorFinder:
- 13
- Main office:
- Radnor, PA
- SEC file number:
- 801-79583
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of July 24, 2026
View full firm profileOther advisors at Mcadam LLC
Showing 12 of 134 in the directory
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Dominic Shih Yuan Phuah has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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