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 71 - 80 of 87 top financial advisors.
71
Neil J. Werberig
CRD#: 1077706
13500 Evening Creek Dr N, #555, San Diego, CA 92128

Neil Werberig (CRD# 1077706) 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.

72
Richard D. Williams
CRD#: 4951778
777 Beachway Drive, Suite 108, Indianapolis, IN 46224

Richard Williams (CRD# 4951778) is an Investment Advisor Representative working at Madison Avenue Securities, LLC in Indianapolis, IN and has over 18 years of experience in the finance industry.

73
Daniel C. Zakes
CRD#: 6778025
158 Milestone Way, Greenville, SC 29615

Daniel Zakes (CRD# 6778025) is an Investment Advisor Representative working at Madison Avenue Securities, LLC in Greenville, SC and has over 6 years of experience in the finance industry.

74
Samuel M. Bonikowsky
CRD#: 7068116
13500 Evening Creek Dr N, #555, San Diego, CA 92128

Samuel Bonikowsky (CRD# 7068116) is an Investment Advisor Representative working at Madison Avenue Securities, LLC in San Diego, CA and has over 3 years of experience in the finance industry.

75
Steven Brahy
CRD#: 1500778
13500 Evening Creek Dr N, #555, San Diego, CA 92128

Steven Brahy (CRD# 1500778) 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.

76
Matthew Ferri
CRD#: 7628417
6001 North Adams Road, Suite 135, Bloomfield Hills, MI 48304

Matthew Ferri (CRD# 7628417) is an Investment Advisor Representative working at Madison Avenue Securities, LLC in Bloomfield Hills, MI and has 1 year of experience in the finance industry.

77
Wesley Ford
CRD#: 6306393
13500 Evening Creek Dr N, #555, San Diego, CA 92128

Wesley Ford (CRD# 6306393) 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.

78
Jonathan D. Gilbert
CRD#: 7510532
4875 Riverside Dr, Macon, GA 31210

Jonathan Gilbert (CRD# 7510532) is an Investment Advisor Representative working at Madison Avenue Securities, LLC in Macon, GA and has 1 year of experience in the finance industry.

79
Jakub A. Hall
CRD#: 7475017
13500 Evening Creek Dr N, #555, San Diego, CA 92128

Jakub Hall (CRD# 7475017) is an Investment Advisor Representative working at Madison Avenue Securities, LLC in San Diego, CA and has 1 year of experience in the finance industry.

80
Jeremy D. Lanteigne
CRD#: 6395593
13500 Evening Creek Dr N, #555, San Diego, CA 92128

Jeremy Lanteigne (CRD# 6395593) 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.

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