Louis Lodato, financial advisor San Diego CA
93 score

Louis Lodato

CRD Number: 1315583
Current Firm: Madison Avenue Securities, LLC

Louis Lodato (CRD# 1315583) is an Investment Advisor Representative working at Madison Avenue Securities, LLC in San Diego, CA and has over 32 years of experience in the finance industry.

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Company Name Location Dates Years
Madison Avenue Securities San Diego, CA May 2015 - Current 1
Symmetry Financial Group LLC Scotch Plains, NJ Aug 2011 - Current 5
Louis Lodato Kenilworth, NJ Jan 1983 - Current 33
Proequities Inc. Scotch Plains, NJ Jan 2014 - Feb 2015 1
Futurity First Scotch Plains, NJ Aug 2013 - Feb 2015 1
Allied Home Mortgage Mountainside, NJ May 2008 - Dec 2013 5
Ameritas Life Insurance Corp Of New York New York, NY Dec 2009 - Dec 2012 3
Aflac Keniworth, NJ Sep 2007 - Dec 2012 5
Ameritas Investment Corp. Lincoln, NE Jun 2006 - Dec 2012 6
Ameritas Life Insurance Lincoln, NE Jun 2006 - Dec 2012 6
Long Term Care Keniworth, NJ Nov 2005 - Dec 2012 7
Acacia Life Insurance Bethesda, MD Jun 2006 - Dec 2011 5
Union Central Life Insurance Cincinnati, OH May 2006 - Dec 2011 5
Platinum Financial Partners LLC Woodbridge, NJ May 2006 - Aug 2011 5
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 1984
S66 NASAA Uniform Combined State Law Examination Mar 2004
Contact Info for Louis Lodato
Phone Number: 888-627-7323
Firm Website: http://www.mas-bd.com
Registered State(s):
  • NJ
  • PA
By the Numbers
  • Total Assets Under Management
    330
    MILLIONS
  • Total Number of Accounts
    3,611
    ACCOUNTS
  • Average Account Value
    $91,271
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
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

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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