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 31 - 40 of 86 top financial advisors.
31
Mary B. Holevinski
CRD#: 1051750
13500 Evening Creek Dr N, #555, San Diego, CA 92128

Mary Holevinski (CRD# 1051750) is an Investment Advisor Representative working at Madison Avenue Securities, LLC in San Diego, CA and has over 26 years of experience in the finance industry.

32
Timothy H. Holt
CRD#: 2057790
4401 El Camino Real, Suite A, Atascadero, CA 93422

Timothy Holt (CRD# 2057790) is an Investment Advisor Representative working at Madison Avenue Securities, LLC in Atascadero, CA and has over 33 years of experience in the finance industry.

33
John M. Hose
CRD#: 5824275
11414 Williamsport Pike, Greencastle, PA 17225

John Hose (CRD# 5824275) is an Investment Advisor Representative working at Madison Avenue Securities, LLC in Greencastle, PA and has over 12 years of experience in the finance industry.

34
Elvin B. Jasper
CRD#: 2748125
13500 Evening Creek Dr N, #555, San Diego, CA 92128

Elvin Jasper (CRD# 2748125) 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.

35
Jay S. Kramer
CRD#: 1841766
13500 Evening Creek Dr N, #555, San Diego, CA 92128

Jay Kramer (CRD# 1841766) 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.

36
Mark S. Kruman
CRD#: 1308134
13500 Evening Creek Dr N, #555, San Diego, CA 92128

Mark Kruman (CRD# 1308134) is an Investment Advisor Representative working at Madison Avenue Securities, LLC in San Diego, CA and has over 38 years of experience in the finance industry.

37
Todd J. Labellman
CRD#: 6281622
13500 Evening Creek Dr N, #555, San Diego, CA 92128

Todd Labellman (CRD# 6281622) is an Investment Advisor Representative working at Madison Avenue Securities, LLC in San Diego, CA and has over 9 years of experience in the finance industry.

38
Christopher M. Leaverton
CRD#: 5146544
7015 W. Deschutes Ave, Suite C, Kennewick, WA 99336

Christopher Leaverton (CRD# 5146544) is an Investment Advisor Representative working at Madison Avenue Securities, LLC in Kennewick, WA and has over 17 years of experience in the finance industry.

39
Joseph V. Lee
CRD#: 1862862
13500 Evening Creek Dr N, #555, San Diego, CA 92128

Joseph Lee (CRD# 1862862) 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.

40
Kenneth D. Loebel
CRD#: 2742324
13500 Evening Creek Dr N, #555, San Diego, CA 92128

Kenneth Loebel (CRD# 2742324) 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.

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