Michael R. Blahusch
MCADAM LLC
Philadelphia, PA 19103
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CRD#: 5785158
Professional summary
Michael Ryan Blahusch, CFP® is a registered financial advisor currently at MCADAM LLC located in Philadelphia, Pennsylvania.
Michael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2010. Michael has worked at 3 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
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.MCADAM LLC dba Cornerstone Capital Planning Group, RIA, INVESTMENT RELATED. 10/2014-PRESENT. 2301 Cherry St C1, PHILADELPHIA, PA 19103. INVESTMENT ADVISOR REPRESENTATIVE. 160 HRS/MONTH. 160 HRS/MONTH DURING TRADING. DUTIES: INVESTMENT RELATED ACTIVITIES. 2)McAdam Institutional Brokerage, NOT INVESTMENT RELATED, FIXED INSURANCE SALES. 10/2014-PRESENT. 2301 Cherry St C1, PHILADELPHIA, PA 19103. 10 HRS/MONTH. 10 HRS/MONTH DURING TRADING. DUTIES: FIXED INSURANCE SALES. 3)MRB CAPITAL MANAGEMENT; NOT INVESTMENT RELATED; 3 CAMERON COURT DENVER PA 17517; LLC;PRESIDENT; 07/2017; 4 HOURS/MONTH; 0 HOURS DURING SECURITIES HOURS; OPENED LLC FOR TAX PURPOSES AND TO SEPARATE BUSINESS ACTIVITY AND EXPENSES FROM PERSON. 4)Cornerstone Capital Holdings LLC. Investment Related. 2301 Cherry St C1. Co-Owner. Start 2/2020. 40 hours per month, all during Trading Hours. Financial Planning and Wealth Management. Also known as Cornerstone Capital Planning Group. 5)Cornerstone Capital Real Estate. Not Investment Related. 2301 Cherry Street, Units 1-3, Philadelphia PA. Real Estate. President. Start 03/2020. 1 hour per month during trading. Collect monthly rent for office space and parking space. 6)McAdam LLC d/b/a RetireUS; Investment Related; 2301 Cherry St. Suite C1 Philadelphia PA; RIA; President; 2/22/22; 30 hours/mo; 30 hrs during trading; Overseeing marketing, growth and operations of the organization. Investment Advisory Business is supervised by McAdam RIA. 7) 1. RetireUS Inc 2. Not investment related 3. 2301 Cherry St. Suite C1 , Philadelphia , PA 19103 4. Technology platform for financial wellness 5. President 6. 7/03/2023 7. 40 hrs/mo 8. 20 hrs during trading 9. I am responsible for delivering and executing the company's vision and strategies pertaining to RetireUS tech platform and our wellness programs.
CRS (Client Relationship Summary) - RIA
Click below to view Michael Ryan Blahusch'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: 2014
Experience
Current
October 3, 2014 - Present
MCADAM LLC
Office #1: 2301 Cherry Street Suite C1, Philadelphia, PA 19103RIA
CRD#: 170914
Philadelphia, PA
Past
October 3, 2014 - November 8, 2024
PURSHE KAPLAN STERLING INVESTMENTS
BD
CRD#: 35747
Philadelphia, PA
Past
October 15, 2010 - October 3, 2014
VOYA FINANCIAL ADVISORS, INC.
RIA
CRD#: 2882
PHILADELPHIA, PA
Past
September 21, 2010 - October 3, 2014
VOYA FINANCIAL ADVISORS, INC.
BD
CRD#: 2882
PHILADELPHIA, PA
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".
ML
MCADAM LLC
ALEXANDER FINANCIAL PLANNING | RETIREUS | NONA ADVISORS, LLC | MCADAM LLC | MCADAM FA LLC | MBVM PHILADELPHIA | LRVS ADVISORY GROUP | FINANCIAL PLANNERS GROUP | CORNERSTONE CAPITAL PLANNING GROUP | CAUDLE MEARES WEALTH MANAGEMENT | BIRCH FINANCIAL PARTNERS
CRD#: 170914 / SEC#: 801-79583
RIA
Registered Investment Advisory firm - (4/10/2014 Approved)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(10/3/2014)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
ML
MCADAM LLC
ALEXANDER FINANCIAL PLANNING | RETIREUS | NONA ADVISORS, LLC | MCADAM LLC | MCADAM FA LLC | MBVM PHILADELPHIA | LRVS ADVISORY GROUP | FINANCIAL PLANNERS GROUP | CORNERSTONE CAPITAL PLANNING GROUP | CAUDLE MEARES WEALTH MANAGEMENT | BIRCH FINANCIAL PARTNERS
CRD#: 170914 / SEC#: 801-79583
RIA
Registered Investment Advisory firm - (4/10/2014 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
150 N. Radnor Chester Road Suite F-200, Radnor, PA 19087
Mailing Address
Phone number
(888) 614-5323
Established
Firm type
Fiscal year end
# of Employees
152
SEC notice filing (46 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 10,346 |
| AUM (Assets Under Management) | $ 2,294,363,822 |
Red Flags
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