Stephen McDade has been Wealth Manager and Partner of Foundation Wealth Management since June 2013, is a control person of the firm and directly owns between 25% and 50% of it. Stephen McDade holds a Degree in Business Administration from Penn State University.
Foundation Wealth Management, LLC is a Media, PA firm with $412M under management, 167 clients and 4 advisers across 3 offices, as of its June 2026 filing.
Stephen McDade is Wealth Manager & Partner of Foundation Wealth Management, LLC. He is a founding partner of the firm and collaborates with clients on personalized financial plans. He entered the financial services industry in 2000 at The Hartford Mutual Funds before becoming a Financial Planner at a large Philadelphia-based Registered Investment Advisory firm, where he worked on its retirement plan team.
Stephen McDade’s longest registration is the current one, 12 years at Foundation Wealth Management since 2014. Before joining Foundation Wealth Management in 2014, Stephen McDade was registered through RTD Financial Advisors Inc.
- – present · 12 yearsMedia, PA · Adviser representative · Firm CRD 168270
- RTD Financial Advisors Inc– · 1 yearPhiladelphia, PA · Adviser representative · Firm CRD 110744
Professional designations
Listed by Foundation Wealth Management
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
Investment adviser representative registrations
Stephen McDade is registered as an investment adviser representative in 2 states. The first approvals date from January 2014; the most recent is Texas, in June 2026.
- PennsylvaniaSince 2 January 2014
- TexasSince 30 June 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 63 | Uniform Securities Agent State Law Examination | 12 December 2000 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 4 December 2000 |
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- Stephen Mark McDade
- CRD
- 4309796
- Firm
- Foundation Wealth Management · CRD 168270
- Role
- Wealth Manager and Partner
- Office
- 9 WEST THIRD STREET, Media, PA 19063
- Registration
- Investment adviser registration
- In the industry since
- September 2012
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- myfoundationwealth.com
Where does Stephen McDade work?
Stephen McDade has been Wealth Manager and Partner of Foundation Wealth Management, LLC since June 2013, and is a control person of the firm.
Is Stephen McDade a financial advisor?
Yes. Stephen McDade has a current investment-adviser registration in Pennsylvania and Texas, through Foundation Wealth Management since January 2014.
How many years of experience does Stephen McDade have?
Stephen McDade has 14 years in the financial industry, since September 2012, across 2 adviser firms.
What exams has Stephen McDade passed?
Stephen McDade has passed 2 licensing exams: the Series 6 and Series 63. The earliest, the Series 6, was passed in December 2000.
Where did Stephen McDade work before Foundation Wealth Management?
Before Foundation Wealth Management, Stephen McDade was registered through RTD Financial Advisors Inc, May 2012 to August 2013.
Where is Stephen McDade based?
Stephen McDade’s registered office is in Media, PA.
Is Stephen McDade registered with FINRA?
No. Stephen McDade has no current broker registration.
Is Stephen McDade a CFP?
Foundation Wealth Management lists Stephen McDade with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
How can I verify Stephen McDade’s record?
Search CRD 4309796 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Stephen McDade’s full registration record.
