Stephen M. Mcdade
FOUNDATION WEALTH MANAGEMENT
Media, PA 19063
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CRD#: 4309796
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.
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, doctors, teachers and corporate executives.
Question & Answer
What are your service offerings?
Education Planning
Investment Planning
Insurance Planning
Estate Planning
Comprehensive Financial Planni...
Employee and Employer Plan Ben...
Retirement Planning
Social Security Planning
Tax Planning
Do you have an area of expertise or specialization?
Business Owners
Corporate Executives
Entrepreneurs
High Net Worth Client Needs
Investment Advice with Ongoing...
Medical Professionals
What is your minimum asset requirement?
1
Are you a "fiduciary"?
Yes
Aliases
None
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.
(1.) NAME OF OBA: 11 WEST THIRD, LLC; ADDRESS OF OBA: MEDIA, PA 19063; NATURE: REAL ESTATE RENTAL PROPERTY MANAGEMENT; INVESTMENT RELATED: NO; TITLE WITH OBA: MANAGING MEMBER; DUTIES: MANAGE RENTAL PROPERTY; START DATE: 05/09/2022; APPROX. NUMBER OF HOURS/MONTH: 10; APPROX. NUMBER OF HOURS/MONTH DURING TRADING HOURS: 5; (2.) NAME OF OBA: 9 WEST THIRD, LLC; ADDRESS OF OBA: MEDIA, PA 19063; NATURE: REAL ESTATE RENTAL PROPERTY MANAGEMENT; INVESTMENT RELATED: NO; TITLE WITH OBA: MANAGING MEMBER; DUTIES: MANAGE RENTAL PROPERTY; START DATE: 07/12/2013; APPROX. NUMBER OF HOURS/MONTH: 10; APPROX. NUMBER OF HOURS/MONTH DURING TRADING HOURS: 5; (3.) NAME OF OBA: TEMPLE UNIVERSITY; ADDRESS OF OBA: PHILADELPHIA, PA 19122; NATURE: ADJUNCT PROFESSOR FOR PUBLIC UNIVERSITY; INVESTMENT RELATED: NO; TITLE WITH OBA: ADJUNCT PROFESSOR; DUTIES: TEACH PERSONAL FINANCE CLASS; START DATE: 08/01/2016; APPROX. NUMBER OF HOURS/MONTH: 20; APPROX. NUMBER OF HOURS/MONTH DURING TRADING HOURS: 20;
CRS (Client Relationship Summary) - RIA
Click below to view Stephen Mark Mcdade's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 2008
Experience
Current
January 2, 2014 - Present
FOUNDATION WEALTH MANAGEMENT, LLC
Office #1: 9 West Third Street, Media, PA 19063RIA
CRD#: 168270
Media, PA
Past
May 10, 2012 - August 19, 2013
RTD FINANCIAL ADVISORS INC
RIA
CRD#: 110744
PHILADELPHIA, PA
Past
December 5, 2000 - August 7, 2002
GLOBAL ATLANTIC DISTRIBUTORS, LLC
BD
CRD#: 8326
HARTFORD, CT
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
FOUNDATION WEALTH MANAGEMENT, LLC
FOUNDATION WEALTH MANAGEMENT, LLC
CRD#: 168270 / SEC#: 801-123756
RIA
Registered Investment Advisory firm - (4/18/2022 Approved)Pennsylvania
Registered Investment Advisory firm - (5/20/2022 Terminated)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Pennsylvania(1/2/2014)
Exams
State Security Law Exam
General Industry/Product Exam
Current Firm
FOUNDATION WEALTH MANAGEMENT, LLC
FOUNDATION WEALTH MANAGEMENT, LLC
CRD#: 168270 / SEC#: 801-123756
RIA
Registered Investment Advisory firm - (4/18/2022 Approved)Pennsylvania
Registered Investment Advisory firm - (5/20/2022 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
9 West Third Street, Media, PA 19063
Mailing Address
Phone number
(610) 548-7170
Established
Firm type
Fiscal year end
# of Employees
5
SEC notice filing (3 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 644 |
| AUM (Assets Under Management) | $ 326,790,811 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
