Stephen Mark Mcdade
CFP®Professional Summary
Stephen Mark Mcdade, CFP® is a registered financial advisor currently at FOUNDATION WEALTH MANAGEMENT, LLC located in Media, Pennsylvania. Stephen is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2000. Stephen has worked at 3 firms and has passed the Series 63 and Series 6 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Who I Serve
Services Offered
- Education Funding
- Investment Management
- Risk Management & Insurance
- Estate & Legacy Planning
- Financial Planning
- Business Services
- Retirement Planning
- Social Security & Medicare Planning
- Tax Planning
Biography
Our clients can expect order and organization of their finances, to be kept accountable by following through on action items, a solid education on financial topics, and the peace of mind that comes from having me as trusted, fiduciary advisor. Early in my career, I visited the workplace to educate employees about the importance of having a financial plan and saving for retirement. I have developed financial plans for a wide array of people: retirees,...
Other Aliases
There are no additional aliases reported.
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
Direct
(xxx) xxx-xxxx
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.
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Credentials
Years of Experience
25 years in the financial services industry
Current & Past Employments
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Current Firm
FOUNDATION WEALTH MANAGEMENT, LLC
Contact Information
Main Address
9 West Third Street, Media, PA 19063Phone Number
(610) 548-7170# of Employees
5SEC notice filing (5 States and Territories)
Registered to provide investment advisory services in 5 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
675AUM (Assets Under Management)
$411,933,440Similar Advisors
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Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
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Primary Firm SEC Registration
FOUNDATION WEALTH MANAGEMENT, LLC
State Registrations and Notice Filings
(1/2/2014)
(6/30/2026)
Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 6 — Investment Company Products/Variable Contracts Representative Examination
Passed Dec 2000About the Series 6 examSimilar Advisors
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CRS (Client Relationship Summary) - RIA
Click below to view Stephen Mark Mcdade's CRS (Customer Relationship Summary).
Services Offered by Stephen
- Education Funding
- Investment Management
- Risk Management & Insurance
- Estate & Legacy Planning
- Financial Planning
- Business Services
- Retirement Planning
- Social Security & Medicare Planning
- Tax Planning
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