About Us / Investment Management Team

 

More than just a small step forward in financial advice – It’s Financially AdvancedTM

Christopher Colasurdo, CFP®, AWMA®

Chris joined McAdam in the fall of 2010 as a Financial Advisor. After a few years he transitioned to working on the McAdam Investment Management team as Senior RIA Operations Specialist. He currently trades the Firm’s Strategic Diversification Services (SDS) program. Chris also works in the Operations department to help review advisor new business submissions, push through revenue and works on individual advisor licensing and contracting.

LICENSES & QUALIFICATIONS
Certified Financial Planner (CFP®)
Accredited Wealth Management Advisor (AWMA®)

EDUCATION
Bachelor’s of Science in Finance – Saint Joseph’s University

Check the background of this firm on FINRA’s BrokerCheck

Philadelphia1880 JFK Blvd.
Suite 1600
Philadelphia, PA 19103
215-399-9350
  •  Tysons Corner7918 Jones Branch Drive
Suite 100
Tysons Corner, VA 22102
703-677-9300
  •  Chicago141 W Jackson Blvd
Suite 1950
Chicago, IL 60604
312-509-4500
  •  Boston84 State Street
Suite 1040
Boston, MA 02109
857-263-7759
  

IMPORTANT DISCLOSURE INFORMATION

Securities offered through Purshe Kaplan Sterling Investments, Member FINRA/SIPC
Headquartered at 80 State Street, Albany, NY 12207.

Purshe Kaplan Sterling Investments and McAdam LLC are not affiliated companies.
Investments through PKS or RIA are:
NOT FDIC INSURED • NOT BANK GUARANTEED • MAY LOSE VALUE, INCLUDING LOSS OF PRINCIPAL • NOT INSURED BY ANY STATE OR FEDERAL AGENCY