Madison Avenue Securities, LLC

Madison Avenue Securities, LLC (CRD# 23224) is a financial advisory firm headquartered in San Diego, CA. They manage $329,578,000 in 3,611 accounts and serve the financial needs of clients across 50 states (or territories).

By the Numbers
  • Total Assets Under Management
    330
    MILLION
  • 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
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 98 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 8 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
Kent A. Cornell
CRD#: 2588408
15050 Avenue Of Science, Suite 150, San Diego, CA 92128
96
Wealthminder
score

Kent Cornell (CRD# 2588408) is an Investment Advisor Representative working at Madison Avenue Securities, LLC in San Diego, CA and has over 21 years of experience in the finance industry. Kent Cornell 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
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 21 years of experience in the finance industry.

4
Richard J. Gopin
CRD#: 2027499
5676 Berkshire Valley Road, Suite 1, Oak Ridge, NJ 07438
96
Wealthminder
score

Richard Gopin (CRD# 2027499) is an Investment Advisor Representative working at Madison Avenue Securities, LLC in Oak Ridge, NJ and has over 26 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.

5
Stephen Y. Kwan
CRD#: 3183681
3821 Juniper Trace, Suite 204, Austin, TX 78738
96
Wealthminder
score

Stephen Kwan (CRD# 3183681) is an Investment Advisor Representative working at Madison Avenue Securities, LLC in Austin, TX and has over 17 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
Robert R. Martini
CRD#: 2167337
15050 Avenue Of Science, Suite 150, San Diego, CA 92128
96
Wealthminder
score

Robert Martini (CRD# 2167337) is an Investment Advisor Representative working at Madison Avenue Securities, LLC in San Diego, CA and has over 25 years of experience in the finance industry. Robert Martini 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
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 14 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.

8
Randal L. Atwell
CRD#: 2251017
15050 Avenue Of Science, Suite 150, San Diego, CA 92128
93
Wealthminder
score

Randal Atwell (CRD# 2251017) is an Investment Advisor Representative working at Madison Avenue Securities, LLC in San Diego, CA and has over 23 years of experience in the finance industry.

9
William L. Brusseau
CRD#: 2203848
15050 Avenue Of Science, Suite 150, San Diego, CA 92128
93
Wealthminder
score

William Brusseau (CRD# 2203848) is an Investment Advisor Representative working at Madison Avenue Securities, LLC in San Diego, CA and has over 24 years of experience in the finance industry.

10
Jeffrey R. Collins
CRD#: 5570824
15050 Avenue Of Science, Suite 150, San Diego, CA 92128
93
Wealthminder
score

Jeffrey Collins (CRD# 5570824) is an Investment Advisor Representative working at Madison Avenue Securities, LLC in San Diego, CA and has over 7 years of experience in the finance industry.

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