Madison Avenue Securities, LLC

Madison Avenue Securities, LLC (CRD# 23224) is a financial advisory firm headquartered in San Diego, CA. They manage $1,005,000,000 in 11,156 accounts and serve the financial needs of clients across 50 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,005
    MILLION
  • Total Number of Accounts
    11,156
    ACCOUNTS
  • Average Account Value
    $90,086
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 101 top financial advisors.
1
Mark W. Richards
CRD#: 2730478
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
3205 Ocean Park Blvd., Ste. 160, Santa Monica, CA 90405

Mira Abas (CRD# 5779397) is an Investment Advisor Representative working at Madison Avenue Securities, LLC in Santa Monica, CA and has over 8 years of experience in the finance industry.

3
Phillip C. Allen
CRD#: 1337542
15050 Avenue Of Science, Suite 150, 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 35 years of experience in the finance industry.

4
Donald L. Anders
CRD#: 5635086
15050 Avenue Of Science, Suite 150, 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 7 years of experience in the finance industry.

5
Marius A. Anuzis
CRD#: 6873152
Washington, DC

Marius Anuzis (CRD# 6873152) is an Investment Advisor Representative working at Madison Avenue Securities, LLC in Washington, DC and has over 2 years of experience in the finance industry.

6
George E. Arocha
CRD#: 729456
15050 Avenue Of Science, Suite 150, 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 34 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
15050 Avenue Of Science, Suite 150, 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 27 years of experience in the finance industry.

8
Patrick W. Ayers
CRD#: 2296322
15050 Avenue Of Science, Suite 150, 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 27 years of experience in the finance industry.

9
Karen S. Bauser
CRD#: 2220203
15050 Avenue Of Science, Suite 150, San Diego, CA 92128

Karen Bauser (CRD# 2220203) 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.

10
Bruce D. Beaty
CRD#: 2930437
15050 Avenue Of Science, Suite 100, 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 10 years of experience in the finance industry.

1 2 3 4 5 ... Next
Ready to hire a financial advisor? Get competitive proposals from multiple advisors.