Advisor at Madison Avenue Securities, LLC
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David Kuzmic is a financial advisor at Madison Avenue Securities, LLC with Series 65 credentials and two years of experience. His prior work includes roles at Phillip Allen, Inc., New York Life Insurance Company, and Bob Jones University. Outside of finance, he has experience working with Greenville Moving Company and Pioneer Bible Camp. Madison Avenue Securities serves individual clients, charitable institutions, foundations, trusts, and employer-sponsored retirement plans, managing approximately $2.0 billion in assets. The firm offers a range of advisory services and investment platforms, employing various analytical and allocation strategies 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
158 Milestone Way
Greenville, SC 29615
South Carolina
Madison Avenue Securities
2024 - Present (2 years)
Phillip Allen, Inc.
2024 - Present (2 years)
New York Life Insurance Company
2024 - 2024 (1 year)
Greenville Moving Company LLC
2023 - 2024 (1 year)
Pioneer Bible Camp
2021 - 2021 (1 year)
Greenville Outdoor Living
2020 - 2021 (1 year)
Bob Jones University
2019 - 2023 (4 years)
Atlanta Bread Company
2018 - 2019 (1 year)
Bob Jones Academy
2015 - 2019 (4 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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