Advisor at Madison Avenue Securities, LLC
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Firm
Madison Avenue Securities, LLC
Location
San Diego, CA 92128
Credentials
Series 66
Industry experience
15 years
Annette Sullivan is a financial advisor with Madison Avenue Securities, LLC, holding a Series 66 designation and 15 years of industry experience. She has been with Madison Avenue Securities since 2009. Outside of her advisory role, she is a joint owner of a rental property. Madison Avenue Securities, LLC provides investment advisory and related services to individuals, charitable institutions, foundations, trusts, and retirement plans. The firm manages approximately $2.0 billion in assets and offers a range of portfolio management, financial planning, and consulting services through a network of investment adviser representatives.
Based on Madison Avenue Securities, LLC
Fixed fee financial planning services ranging from $1,000 to $5,000; annual financial plan fees from $2,000 to $5,000 or more.
Commissions received on sales of securities products; commissions vary and are separate from advisory fees.
Financial consulting services at $300 per hour ($250 for Kansas residents), fees may be discounted.
Account minimum: $10,000
13500 Evening Creek Dr N, #555
San Diego, CA 92128
California
Madison Avenue Securities, Inc.
2009 - Present (17 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Lawyer
They provide legal services, typically billed separately.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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