Madison Avenue Securities, LLC

Madison Avenue Securities, LLC (CRD# 23224) is a financial advisory firm headquartered in San Diego, CA. They manage $1,824,130,785 in 13,989 accounts and serve the financial needs of clients across 50 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,824
    MILLION
  • Total Number of Accounts
    13,989
    ACCOUNTS
  • Average Account Value
    $130,398
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
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 86 top financial advisors.
1
Mark W. Richards
CRD#: 2730478
13500 Evening Creek Dr N, #555, San Diego, CA 92128
Mark Richards (CRD# 2730478) is an Investment Advisor Representative working at Madison Avenue Securities, LLC in San Diego, CA and has over 20 years of experience in the finance industry.
2
Mira M. Abas
CRD#: 5779397
321 N. Larchmont Blvd,, Suite 800, Los Angeles, CA 90004

Mira Abas (CRD# 5779397) is an Investment Advisor Representative working at Madison Avenue Securities, LLC in Los Angeles, CA and has over 12 years of experience in the finance industry.

3
Phillip C. Allen
CRD#: 1337542
13500 Evening Creek Dr N, #555, San Diego, CA 92128

Phillip Allen (CRD# 1337542) is an Investment Advisor Representative working at Madison Avenue Securities, LLC in San Diego, CA and has over 39 years of experience in the finance industry.

4
Donald L. Anders
CRD#: 5635086
13500 Evening Creek Dr N, #555, San Diego, CA 92128

Donald Anders (CRD# 5635086) is an Investment Advisor Representative working at Madison Avenue Securities, LLC in San Diego, CA and has over 11 years of experience in the finance industry.

5
Marius A. Anuzis
CRD#: 6873152
13500 Evening Creek Dr N, #555, San Diego, CA 92128

Marius Anuzis (CRD# 6873152) is an Investment Advisor Representative working at Madison Avenue Securities, LLC in San Diego, CA and has over 6 years of experience in the finance industry.

6
George E. Arocha
CRD#: 729456
13500 Evening Creek Dr N, #555, San Diego, CA 92128

George Arocha (CRD# 729456) is an Investment Advisor Representative working at Madison Avenue Securities, LLC in San Diego, CA and has over 37 years of experience in the finance industry. George Arocha 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
Randal L. Atwell
CRD#: 2251017
13500 Evening Creek Dr N, #555, San Diego, CA 92128

Randal Atwell (CRD# 2251017) is an Investment Advisor Representative working at Madison Avenue Securities, LLC in San Diego, CA and has over 30 years of experience in the finance industry.

8
Patrick W. Ayers
CRD#: 2296322
13500 Evening Creek Dr N, #555, San Diego, CA 92128

Patrick Ayers (CRD# 2296322) is an Investment Advisor Representative working at Madison Avenue Securities, LLC in San Diego, CA and has over 31 years of experience in the finance industry.

9
Bruce D. Beaty
CRD#: 2930437
13500 Evening Creek Dr N., Suite 550, San Diego, CA 92128

Bruce Beaty (CRD# 2930437) is an Investment Advisor Representative working at Madison Avenue Securities, LLC in San Diego, CA and has over 13 years of experience in the finance industry.

10
Donna R. Bellamy
CRD#: 1534867
13500 Evening Creek Dr N, #555, San Diego, CA 92128

Donna Bellamy (CRD# 1534867) 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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