Madison Advisory Services, Inc.

Madison Advisory Services, Inc. (CRD# 132386) is a financial advisory firm headquartered in White Plains, NY. They manage $96,009,230 in 1,122 accounts and serve the financial needs of clients across 6 states (or territories).

By the Numbers
  • Total Assets Under Management
    96
    MILLION
  • Total Number of Accounts
    1,122
    ACCOUNTS
  • Average Account Value
    $85,570
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

FL, IL, MA, NJ, NY, TX

Financial Advisors at Madison Advisory Services, Inc.
Showing 1 - 4 of 4 top financial advisors.
1
Adam B. Kalender
CRD#: 2953227
4 New King Street, Suite 120, White Plains, NY 10604
96
Wealthminder
score

Adam Kalender (CRD# 2953227) is an Investment Advisor Representative working at Madison Advisory Services, Inc. in White Plains, NY and has over 20 years of experience in the finance industry. Adam Kalender has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Rochelle B. Odesser
CRD#: 1098028
4 New King Street, Suite 120, White Plains, NY 10604
96
Wealthminder
score

Rochelle Odesser (CRD# 1098028) is an Investment Advisor Representative working at Madison Advisory Services, Inc. in White Plains, NY and has over 24 years of experience in the finance industry. Rochelle Odesser has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Jay S. Dworkin
CRD#: 2719059
4 New King Street, Suite 120, White Plains, NY 10604
93
Wealthminder
score

Jay Dworkin (CRD# 2719059) is an Investment Advisor Representative working at Madison Advisory Services, Inc. in White Plains, NY and has over 14 years of experience in the finance industry.

4
Michael J. Luton
CRD#: 4796647
4 New King Street, Suite 120, White Plains, NY 10604
73
Wealthminder
score

Michael Luton (CRD# 4796647) is an Investment Advisor Representative working at Madison Advisory Services, Inc. in White Plains, NY and has over 13 years of experience in the finance industry.

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