Drew Florentino Paunil

Current Employers

Employment History

• 10/2014 → 12/2024
  Purshe Kaplan Sterling Investments
  Albany, NY
• 10/2014 → Present
  Mcadam Llc
  Haddonfield, NJ
• 01/2025 → Present
  Madison Avenue Securities
  San Diego, CA

Previous Registrations

• 2011-06-16 → 2014-10-03
  Voya Financial Advisors, Inc.
  Philadelphia, PA

Other Businesses

1. Name: McAdam LLC. Investment Related: Yes; Address: 123 S Broad Street Suite 1500, Philadelphia, PA 19109; Nature of Business: RIA. Duties: IAR/Financial Advisor. Provide financial advice based on the needs of clients; Start Date: 10/2014; 160 Hours: 40 hours/week during trading hours. 2. Name: McAdam Institutional Brokerage; Investment Related: Yes; Nature of the Business: Insurance Sales including Fixed Annuities; Duties: Insurance Sales; Start Date: 10/2014; Hours Per Week: As Needed 3. Name: Paunil Enterprises; Investment Related: Yes; Nature of the Business: All RIA compensation and fixed income compensation flows through this business. I pay my employees and business expenses through this business; Duties: Owner; Start Date: 01/2017; Hours Per Week: 40 Hours

Exams

• S65 Uniform Investment Adviser Law Examination
  2011-05-10
• S63 Uniform Securities Agent State Law Examination
  2011-04-08

Designations

Other Names

• Drew Paunil