Eric Michael Mattei
Investment adviser representative at Mcadam LLC
12 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$2.7BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
12 years in the industry.
- Financial Planners GroupSep 2025 to now
- Madison Avenue SecuritiesFeb 2025 to now
- Mbvm, LLC dba Mbvm PhiladelphiaOct 2017 to now
- Mcadam LLCOct 2014 to now
- Purshe Kaplan Sterling InvestmentsOct 2014 to Feb 2025
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2010
State registrations
Registered as an investment adviser representative in 2 states (FL, TX).
Mcadam LLC
$2.7BAssets managed
5,551Clients
135Advisers
12 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5768784
- Firm CRD
- 170914