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Clinton Gharib

Advisor at Madison Avenue Securities, LLC

Updated today

Location

Santa Rosa Beach, FL 32459

Credentials

Series 63, Series 65

Industry experience

35 years

About

Clinton Gharib is a financial advisor with Madison Avenue Securities, LLC, holding Series 63 and Series 65 credentials and bringing 35 years of industry experience. His prior roles include positions at Cetera Advisor Networks LLC and Summit Financial Group Inc. He is involved in teaching financial planning classes through the Heartland Institute of Financial Education. Madison Avenue Securities provides investment advisory and related services to individual clients, charitable institutions, foundations, trusts, and employer-sponsored retirement plans. The firm manages approximately $2.0 billion in assets and offers a range of portfolio management, financial planning, and consulting services through its network of investment adviser representatives.

Client services

Based on Madison Avenue Securities, LLC

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Based on Madison Avenue Securities, LLC

Annuities College savings (529s, UTMA, etc.)

Occupation focus

Based on Madison Avenue Securities, LLC

Founder/Business Owner

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Fee options

Fixed

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

Commissions received on sales of securities products; commissions vary and are separate from advisory fees.

Project-based

Financial consulting services at $300 per hour ($250 for Kansas residents), fees may be discounted.

Other

Account minimum: $10,000

Location

6925 Us 98 Suite 300

Santa Rosa Beach, FL 32459

Most active in

Florida · Georgia · Texas

Work history

Madison Avenue Securities, LLC

2020 - Present (6 years)

Cetera Advisor Networks LLC

2019 - 2020 (1 year)

Summit Financial Group Inc

2016 - 2020 (4 years)

Cetera

2015 - 2020 (5 years)

SUmmit Brokerage Services Inc

2015 - 2019 (4 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Charles B

Series 63, Series 65

Santa Rosa Beach, FL

Bay Hill Capital Management USA, LLC

Charles Burns is a financial advisor at Bay Hill Capital Management USA, LLC with 29 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Triad Advisors, Inc. and Berkeley Capital Partners, LLC prior to joining Bay Hill Capital Management in 2017. Bay Hill Capital Management USA, LLC provides financial planning and discretionary asset management to individuals, high-net-worth clients, and charitable organizations. The firm uses a combination of fundamental, technical, charting, and cyclical analysis to guide investment decisions, offering strategies ranging from long-term holdings to active trading, including options and futures.

General tax planning Retirement plans for business owners (SEP, solo 401k) Options & derivatives strategies
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Murray H

Series 63, Series 66

Freeport, FL

Hornsby Asset Management, LLC

Murray Hornsby is the sole advisor at Hornsby Asset Management, LLC, an independent firm based in Freeport, Florida. He holds Series 63 and Series 66 licenses and has 12 years of industry experience. Outside of his advisory work, he co-owns a classic car rental business with his wife, which operates through a national platform. Hornsby Asset Management provides fee-based, discretionary investment advisory services to individuals, trusts, estates, and charitable organizations. The firm manages approximately $9.26 million across about 80 accounts, employing a custom portfolio management approach that integrates tactical, technical, fundamental, and cyclical analysis with both long- and short-term trading strategies.

Active portfolio management
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Connor G

Series 66

Panama City Beach, FL

Graham Wealth Management LLC

Connor Graham is the sole advisor at Graham Wealth Management LLC in Panama City Beach, FL, with four years of industry experience. He holds a Series 66 designation and previously worked at Ameriprise Financial Services and Edward Jones Investments. Outside of his advisory role, he provides online tutoring and serves as an umpire for local baseball and softball leagues. Graham Wealth Management LLC provides portfolio management and financial planning services to individual and high-net-worth clients. The firm operates as a single-advisor practice with a primarily non-discretionary investment approach that incorporates fundamental analysis, modern portfolio theory, and technical analysis.

Options & derivatives strategies Annuities Real estate investing
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Glenn D

CFP®, Series 63

Panama City Beach, FL

G&F Financial Services

Glenn Delman is a CFP® professional with 34 years of experience in financial advisory services. He is the sole advisor at G & F Financial Services in Panama City Beach, FL, where he has provided investment management and financial planning since 1991. Delman previously worked with American Investors Company from 1992 to 2018. G & F Financial Services advises individual clients on investment management, financial planning, and estate-planning matters without a stated account minimum. The firm employs a financial-planning process supported by Moneytree Software’s Total Planning Suite and uses various analysis techniques, including asset allocation and quantitative methods, typically favoring longer-term purchase strategies.

General estate planning guidance Cash flow / budgeting
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Sidney D

Series 65

Santa Rosa Beach, FL

Fortunato Asset Management

Sidney Davis is a financial advisor at Fortunato Asset Management with 11 years of industry experience. He holds a Series 65 designation and has served as publisher and CEO of Consumer Electronics Advisory Group Inc., an online consumer product review business he owns. Fortunato Asset Management provides discretionary investment management and ongoing account supervision to individuals, families, trusts, non-profits, foundations, pension plans, and corporate clients. The firm employs two proprietary equity strategies based on fundamental research and manages portfolios on a discretionary basis without leverage.

Wealth management Active portfolio management
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John D

Series 63, Series 65

Inlet Beach, FL

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John Davenport Jr. is a financial advisor at Davenport PBH LLC with five years of industry experience. His background includes roles at YieldStreet and RBC Capital Markets, as well as private investing and trading. Davenport holds Series 63 and Series 65 licenses. Davenport PBH LLC operates as a private investment fund managing capital for individual and institutional investors through a limited partnership. The firm focuses on discretionary portfolio management of special-situation and mispriced public equities, emphasizing less-liquid or distressed companies, and maintains a small, concentrated organizational structure with a single portfolio manager.

Active portfolio management Options & derivatives strategies
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