Unclaimed Profile

Mark Baker Mcadams

ICON WEALTH ADVISORS, LLC·HOUSTON, Texas

SIE, Series 3, Series 7, Series 63, Series 65Clean record32 years registeredICON WEALTH ADVISORS, LLC

1980 POST OAK BOULEVARD, HOUSTON, TX 77056CRD# 2407434Firm CRD# 319609

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Mark Baker Mcadams · HOUSTON, TX

Registration

CRD #2407434 · ICON WEALTH ADVISORS, LLC · 32 years registered

Brand Profile

Not yet started

Career History

ICON WEALTH PARTNERS

Aug 2022 – present

ICON WEALTH PARTNERS, LLC

Feb 2017 – Aug 2022

HOUSTON, TX

MORGAN STANLEY

Jun 2009 – Feb 2017

HOUSTON, TX

CITIGROUP GLOBAL MARKETS INC.

Dec 1993 – Jun 2009

HOUSTON, TX

Registrations & Exams

FINRA examinations passed

SIE

Series 3

Series 7

Series 63

Series 65

Registration record

First registered · December 15, 1993

Years registered · 32

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

ICON WEALTH ADVISORS, LLC

CRD 319609 · SEC 801-125893

AUM

$1.9B

Regulatory assets under management

Employees

3,998 client accounts

Services offered by ICON WEALTH ADVISORS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at ICON WEALTH ADVISORS, LLC →

Introduction

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Frequently Asked Questions

What services does Mark Baker Mcadams offer?

Mark Baker Mcadams specializes in Financial Planning, Investment Management. Contact their office in HOUSTON, Texas for a consultation.

What are Mark Baker Mcadams's credentials?

Mark Baker Mcadams is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Mark Baker Mcadams located?

Mark Baker Mcadams is based in HOUSTON, Texas, working with ICON WEALTH ADVISORS, LLC. Their office serves clients in the HOUSTON metropolitan area and surrounding communities.

How does Mark Baker Mcadams charge for services?

Mark Baker Mcadams's firm is compensated through percentage of aum, other: revenue sharing on eligible credit and cash management solutions. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is ICON WEALTH ADVISORS, LLC?

ICON WEALTH ADVISORS, LLC has approximately 21 employees and manages $1.9B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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