Madison Avenue Securities, LLC

Madison Avenue Securities, LLC (CRD# 23224) is a financial advisory firm headquartered in San Diego, CA. They manage $784,724,266 in 5,938 accounts and serve the financial needs of clients across 50 states (or territories).

By the Numbers
  • Total Assets Under Management
    785
    MILLION
  • Total Number of Accounts
    5,938
    ACCOUNTS
  • Average Account Value
    $132,153
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
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.

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

Financial Advisors at Madison Avenue Securities, LLC
Showing 1 - 10 of 110 top financial advisors.
1
Braden G. Botkin
CRD#: 5480398
3655 Nobel Drive, Suite 270, San Diego, CA 92122
96
Wealthminder
score

Braden Botkin (CRD# 5480398) is an Investment Advisor Representative working at Madison Avenue Securities, LLC in San Diego, CA and has over 10 years of experience in the finance industry. Braden Botkin 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
Robert S. Fagan
CRD#: 1572927
15050 Avenue Of Science, Suite 150, San Diego, CA 92128
96
Wealthminder
score

Robert Fagan (CRD# 1572927) is an Investment Advisor Representative working at Madison Avenue Securities, LLC in San Diego, CA and has over 22 years of experience in the finance industry.

3
Richard J. Gopin
CRD#: 2027499
15050 Avenue Of Science, Suite 150, San Diego, CA 92128
96
Wealthminder
score

Richard Gopin (CRD# 2027499) is an Investment Advisor Representative working at Madison Avenue Securities, LLC in San Diego, CA and has over 28 years of experience in the finance industry. Richard Gopin 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.

4
Jonn R. Kusch
CRD#: 6065316
15050 Avenue Of Science, Suite 150, San Diego, CA 92128
96
Wealthminder
score

Jonn Kusch (CRD# 6065316) is an Investment Advisor Representative working at Madison Avenue Securities, LLC in San Diego, CA and has over 5 years of experience in the finance industry. Jonn Kusch 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.

5
Stephen Y. Kwan
CRD#: 3183681
15050 Avenue Of Science, Suite 150, San Diego, CA 92128
96
Wealthminder
score

Stephen Kwan (CRD# 3183681) is an Investment Advisor Representative working at Madison Avenue Securities, LLC in San Diego, CA and has over 19 years of experience in the finance industry. Stephen Kwan 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.

6
Phimar D. Patterson
CRD#: 4493857
15050 Avenue Of Science, Suite 150, San Diego, CA 92128
96
Wealthminder
score

Phimar Patterson (CRD# 4493857) is an Investment Advisor Representative working at Madison Avenue Securities, LLC in San Diego, CA and has over 15 years of experience in the finance industry. Phimar Patterson 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.

7
Cindi L. Porter
CRD#: 4517682
4320 Suwanee Dam Road, Suite 2600, Suwanee, GA 30024
96
Wealthminder
score

Cindi Porter (CRD# 4517682) is an Investment Advisor Representative working at Madison Avenue Securities, LLC in Suwanee, GA and has over 16 years of experience in the finance industry. Cindi Porter 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.

8
William J. Porter
CRD#: 800697
15050 Avenue Of Science, Suite 150, San Diego, CA 92128
96
Wealthminder
score

William Porter (CRD# 800697) is an Investment Advisor Representative working at Madison Avenue Securities, LLC in San Diego, CA and has over 17 years of experience in the finance industry.

9
Jason T. Lambert
CRD#: 6155850
Lincoln Tower 10260 Sw Greenburg Rd, Suite 418, Portland, OR 97223
95
Wealthminder
score
Jason Lambert (CRD# 6155850) is an Investment Advisor Representative working at Madison Avenue Securities, LLC in Portland, OR and has over 4 years of experience in the finance industry.
10
David R. Topper
CRD#: 5581608
12405 Se 2nd Circle, Vancouver, WA 98684
94
Wealthminder
score

David Topper (CRD# 5581608) is an Investment Advisor Representative working at Madison Avenue Securities, LLC in Vancouver, WA and has over 2 years of experience in the finance industry.

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