Michael A Scarpati

Current Employers

Mcadam Llc

150 N. Radnor Chester Road Suite F-200, Radnor, PA 19087 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2025-09-18

TX RA
APPROVED

Since 2025-09-18

Branch Locations

Austin, TX • United States

150 N. Radnor Chester Road Suite F-200, Radnor, PA 19087 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Purshe Kaplan Sterling Investments	Albany	NY	10/2014	Present
Mcadam, Llc Dba Cornerstone Capital Planning Group	Austin	TX	10/2014	Present
Mcadam, Llc Dba Retireus	Austin	TX	02/2022	Present

10/2014 → Present

Purshe Kaplan Sterling Investments

Albany, NY
10/2014 → Present

Mcadam, Llc Dba Cornerstone Capital Planning Group

Austin, TX
02/2022 → Present

Mcadam, Llc Dba Retireus

Austin, TX

Previous Registrations

2010-10-14 → 2014-10-03

Voya Financial Advisors, Inc.

Philadelphia, PA

Other Businesses

1) MCADAM LLC dba Cornerstone Capital Planning Group, RIA, INVESTMENT RELATED. 10/2014-PRESENT. 300 WEST AVE #3326 AUSTIN, TX 78701. INVESTMENT ADVISOR REPRESENTATIVE. 160 HRS/MONTH. 160 HRS/MONTH DURING TRADING. DUTIES: INVESTMENT RELATED ACTIVITIES. 2)AIRBNB; 2225 SAINT ALBANS ST PHILADELPHIA, PA 19146; SHORT TERM APARTMENT RENTAL; PROPERTY OWNER; 02/2017; 3 HOURS/MONTH; 0 HOURS/MONTH DURING SECURITIES HOURS; MANAGING THE RENTALS THROUGH AIRBNB WEBSITE AND FACILITATION THE CLEANING OF THE APARTMENT FOR NEW GUESTS. 3)McAdam Institutional Brokerage, NOT INVESTMENT RELATED, FIXED INSURANCE SALES. 10/2014-PRESENT. 300 WEST AVE #3326 AUSTIN, TX 78701. 10 HRS/MONTH. 10 HRS/MONTH DURING TRADING. DUTIES: FIXED INSURANCE SALES. 4)Cornerstone Capital Holdings LLC. Investment Related. 2301 Cherry St C1, Philadelphia, PA 19103. 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) OWE. Not Investment Related. 2225 Saint Albans Street, Philadelphia PA 19146. Charity. President. Start 4/2019. 15 hours per week not during trading. Chairman of the board. Lead organization and marketing efforts. 6) RetireUS; Investment Related; 300 WEST AVE #3326 AUSTIN, TX 78701; RIA; CEP; 2/22/2022; 30 hrs/mo; 30 hrs during trading; Overseeing marketing, growth and operations of the organization. Organization provides Fee Based virtual financial planning. 7) 1. RetireUS inc. 2. Not investment related 3. 300 WEST AVE #3328 AUSTIN, TX 78701 4. Technology platform for financial wellness 5. CEO 6. 7/3/2023 7. 40 hrs/mo 8. 20 hrs during trading 9. I am responsibile for driving the vision of the technology and Creating strategic partnership with organizations who will Use the technology for their wellness programs 8) 1. Strategis Capital Planning, LLC 2. Yes 3. 2225 Saint Albans St., Philadelphia, PA 19146 4. Financial Planning 5. CEO/Owner 6. 1/1/2017 7. 5 hrs/mo 8. 5 hrs during trading 9. I meet with clients and build investment strategy to help them achieve their financial goals. All other operations are handled via RIA / GA relationship