Richard McAdams has been an investment adviser representative at Kingsbury Capital Investment Advisors since May 2018, and is not listed among the firm’s executive officers or direct owners. Richard McAdams studied Degrees in Finance and Marketing at Florida Southern College.
Kingsbury Capital Investment Advisors LLC is a firm with $162M under management, 250 clients and 6 advisers across 7 offices, as of its April 2026 filing.
Richard McAdams is Partner/CIO of Legacy Capital Wealth Advisors, LLC, based in Orlando, Florida. McAdams is the chief investment officer at Legacy. Before forming Legacy Capital Wealth Advisors, LLC in 2010, he served as a Resident Director for Merrill Lynch.
Richard McAdams’ longest registration is the current one, 8 years at Kingsbury Capital Investment Advisors since 2018. Before joining Kingsbury Capital Investment Advisors in 2018, Richard McAdams was registered through Cambridge Investment Research Advisors, Inc. and Independent Financial Partners.
- Osaic Advisory Services, LLCAlso current– present · under a yearAdviser representative · Firm CRD 171070
- – present · 8 yearsWinter Haven, FL · Adviser representative · Firm CRD 145658
- Cambridge Investment Research Advisors, Inc.– · 2 yearsOrlando, FL · Adviser representative · Firm CRD 134139
- Independent Financial Partners– · 4 yearsOrlando, FL · Adviser representative · Firm CRD 125112
- Delaney Financial Group– · under a yearOrlando, FL · Adviser representative · Firm CRD 148831
- LPL Financial LLC– · 3 yearsOrlando, FL · Adviser representative · Firm CRD 6413
- Morgan Stanley Smith Barney LLC– · under a yearOrlando, FL · Adviser representative · Firm CRD 149777
- Morgan Stanley & Co. Incorporated– · 2 yearsOrlando, FL · Adviser representative · Firm CRD 8209
- Morgan Stanley– · under a yearOrlando, FL · Adviser representative · Firm CRD 7556
- Merrill Lynch Pierce Fenner & Smith Inc.– · 6 yearsWinter Haven, FL · Adviser representative · Firm CRD 7691
Professional designations
Listed by Kingsbury Capital Investment Advisors
- CERTIFIED FINANCIAL PLANNER™
Investment adviser representative registrations
Richard McAdams is registered as an investment adviser representative in Florida, since May 2018.
- FloridaSince 7 May 2018
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 31 | Futures Managed Funds Examination | 3 December 2004 |
| Series 9 | General Securities Sales Supervisor - Options Module Examination | 31 October 2003 |
| Series 10 | General Securities Sales Supervisor - General Module Examination | 30 October 2003 |
| Series 66 | Uniform Combined State Law Examination | 27 July 2000 |
| Series 7 | General Securities Representative Examination | 7 July 2000 |
- Name
- Securities Industry Essentials Examination
- Name
- Futures Managed Funds Examination
- Name
- General Securities Sales Supervisor - Options Module Examination
- Name
- General Securities Sales Supervisor - General Module Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Richard Lee McAdams
- CRD
- 4186475
- Firm
- Kingsbury Capital Investment Advisors · CRD 145658
- Office
- Winter Haven, FL
- Registration
- Investment adviser and broker registrations
- In the industry since
- July 2000
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
- Firm bio
- lcwadvisor.com
Where does Richard McAdams work?
Richard McAdams is an investment adviser representative registered through Kingsbury Capital Investment Advisors LLC since May 2018, and is not listed among the firm’s executive officers or direct owners.
Is Richard McAdams a financial advisor?
Yes. Richard McAdams has a current investment-adviser registration in Florida, through Kingsbury Capital Investment Advisors since May 2018.
How many years of experience does Richard McAdams have?
Richard McAdams has 26 years in the financial industry, since July 2000, across 10 adviser firms.
What exams has Richard McAdams passed?
Richard McAdams has passed 5 licensing exams: the Series 7, Series 66, Series 10, Series 9 and Series 31. The earliest, the Series 7, was passed in July 2000. FINRA credited Richard McAdams with the SIE, which began in October 2018.
Where did Richard McAdams work before Kingsbury Capital Investment Advisors?
Before Kingsbury Capital Investment Advisors, Richard McAdams was registered through Cambridge Investment Research Advisors, Inc., March 2015 to December 2017; Independent Financial Partners, November 2010 to December 2014; Delaney Financial Group, March 2010 to November 2010; LPL Financial LLC, February 2010 to December 2013; Morgan Stanley Smith Barney LLC, June 2009 to February 2010; Morgan Stanley & Co. Incorporated, April 2007 to June 2009; Morgan Stanley, September 2006 to April 2007; Merrill Lynch Pierce Fenner & Smith Inc., July 2000 to September 2006.
Where is Richard McAdams based?
Richard McAdams’ registered office is in Winter Haven, FL.
Is Richard McAdams registered with FINRA?
Yes. Richard McAdams has a current broker registration, under CRD 4186475.
Source: FINRA BrokerCheck
Is Richard McAdams a CFP?
Kingsbury Capital Investment Advisors lists Richard McAdams with the CFP credential (“CERTIFIED FINANCIAL PLANNER™”) on its website. CFP Board confirms certification status.
How can I verify Richard McAdams’ record?
Search CRD 4186475 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Richard McAdams’ full registration record.