Eric Michael Mattei

Current Employers

Employment History

• 10/2014 → 02/2025
  Purshe Kaplan Sterling Investments
  Albany, NY
• 10/2014 → Present
  Mcadam Llc
  Philadelphia, PA
• 10/2017 → Present
  Mbvm, Llc Dba Mbvm Philadelphia
  Miami, FL
• 02/2025 → Present
  Madison Avenue Securities
  San Diego, CA
• 09/2025 → Present
  Financial Planners Group
  Philadelphia, PA

Previous Registrations

• 2017-10-06 → 2017-11-22
  Mbvm Philadelphia
  Middletown, PA
• 2010-08-02 → 2014-11-03
  Voya Financial Advisors, Inc.
  Philadelphia, PA
  Philadelphia, PA
  Braintree, MA

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: 09/2013; Hours Per Week: 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: 09/2013; Hours Per Week: As Needed 3. Name: MBVM Philadelphia; Investment Related: Yes; Nature of the Business: IAR/Financial Advisor. Provide financial advice based on the needs of clients; Duties: Owner; Start Date: 09/2013; Hours Per Week: 40 Hours 4. Name: Financial Planners Group; Investment Related: Yes; Address: 123 S. Broad Street Suite 1500, Philadelphia, PA 19109; Nature of the Business: Financial Planning, Provide Financial Advise based on Clients: Position: Owner; Hours Per Week: As Needed; Start Date: 09/2025

Exams

• S66 Uniform Combined State Law Examination
  2010-07-23

Designations