Derek Stavarski, financial advisor Philadelphia PA

Derek Stavarski

CRD Number: 6663888
Current Firm: Mcadam LLC

Derek Stavarski (CRD# 6663888) is an Investment Advisor Representative working at Mcadam LLC in Philadelphia, PA and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
Purshe Kaplan Sterling Investments Albany, NY Jun 2016 - Current 5
Mcadam LLC Philadelphia, PA Jun 2016 - Current 5
Gettysburg College Gettysburg, PA Sep 2012 - May 2016 3
Ugi Utilities Reading, PA Jun 2015 - Sep 2015 < 1
Wyomissing Area Wyomissing, PA Sep 2005 - Jun 2012 6
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 2016
S65 NASAA Investment Advisors Law Examination Feb 2019
Contact Info for Derek J. Stavarski
Phone Number: (888) 614-5323
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
    830
    MILLIONS
  • Total Number of Accounts
    5,494
    ACCOUNTS
  • Average Account Value
    $151,027
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AZ, CA, CO, CT, DC, DE, FL, GA, IL, IN, LA, MA, MD, ME, MI, MO, NC, NH, NJ, NM, NV, NY, OH, PA, RI, SC, TN, TX, VA, WI, WV

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