James Vincent Masone

Current Employers

Mcadam Llc

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

Current Registrations

Authority	Category	Status	Date
PA	RA	APPROVED	2026-06-26

PA RA
APPROVED

Since 2026-06-26

Branch Locations

Erie, PA • 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
Milestone Asset Management, Llc	Pittsburg	PA	09/2023	06/2026
Fnb Of Pa	Erie	PA	12/2022	09/2023
Cnb Bank	Bradford	PA	09/2016	12/2022
Northwest Bank	Warren	PA	09/2014	09/2016
Mcadam Financial	Radnor	PA	06/2026	Present

09/2023 → 06/2026

Milestone Asset Management, Llc

Pittsburg, PA
12/2022 → 09/2023

Fnb Of Pa

Erie, PA
09/2016 → 12/2022

Cnb Bank

Bradford, PA
09/2014 → 09/2016

Northwest Bank

Warren, PA
06/2026 → Present

Mcadam Financial

Radnor, PA

Previous Registrations

2023-12-15 → 2026-06-15

Milestone Asset Management, Llc

Erie, PA

Other Businesses

1)MCADAM LLC, RIA, INVESTMENT RELATED. 06/2026 - Present. INVESTMENT ADVISOR REPRESENTATIVE. 160 HRS/MONTH. 160 HRS/MONTH TRADING DURING TRADING. DUTIES: INVESTMENT RELATED ACTIVITIES. 2)MCADAM INSTITUTIONAL BROKERAGE, NOT INVESTMENT RELATED, FIXED INSURANCE SALES. 06/2026 - Present. 10 HRS/MONTH. 10 HRS/MONTH DURING TRADING. DUTIES: FIXED INSURANCE SALES.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2023-11-06

S65 Uniform Investment Adviser Law Examination

2023-11-06

View on SEC IAPD