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 51 - 60 of 86 top financial advisors.
51
Michael I. Olsen
CRD#: 6057511
13500 Evening Creek Dr N, #555, San Diego, CA 92128

Michael Olsen (CRD# 6057511) 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.

52
Wesley A. Palmer
CRD#: 6433982
158 Milestone Way, Greenville, SC 29615

Wesley Palmer (CRD# 6433982) is an Investment Advisor Representative working at Madison Avenue Securities, LLC in Greenville, SC and has over 9 years of experience in the finance industry.

53
Meagan N. Phelps
CRD#: 4064499
13500 Evening Creek Dr N, #555, San Diego, CA 92128

Meagan Phelps (CRD# 4064499) 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.

54
Christopher W. Porter
CRD#: 1911339
13500 Evening Creek Dr N, #555, San Diego, CA 92128

Christopher Porter (CRD# 1911339) 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.

55
Cindi L. Porter
CRD#: 4517682
13500 Evening Creek Dr N, #555, San Diego, CA 92128

Cindi Porter (CRD# 4517682) 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.

56
William J. Porter
CRD#: 800697
13500 Evening Creek Dr N, #555, San Diego, CA 92128

William Porter (CRD# 800697) 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.

57
Barry A. Richey
CRD#: 1485112
1209 Hackworth St, Roanoke, TX 76262

Barry Richey (CRD# 1485112) is an Investment Advisor Representative working at Madison Avenue Securities, LLC in Roanoke, TX and has over 38 years of experience in the finance industry.

58
David G. Robichaud
CRD#: 2733832
264 S. River Rd, Suite 448, Bedford, NH 03110

David Robichaud (CRD# 2733832) is an Investment Advisor Representative working at Madison Avenue Securities, LLC in Bedford, NH and has over 27 years of experience in the finance industry.

59
Patrick C. Romero
CRD#: 6458940
13500 Evening Creek Dr N, #555, San Diego, CA 92128

Patrick Romero (CRD# 6458940) 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.

60
Jeffery J. Schade
CRD#: 2263323
13500 Evening Creek Dr. N, #555, San Diego, CA 92128

Jeffery Schade (CRD# 2263323) 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.

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