Advisor at Madison Avenue Securities, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Madison Avenue Securities, LLC
Location
Winter Park, FL 32789
Credentials
Series 63, Series 65
Industry experience
17 years
Donald Anders is a financial advisor with Madison Avenue Securities, LLC, holding Series 63 and Series 65 credentials and 16 years of industry experience. He has worked at multiple firms including PlanMember Securities Corporation and Bluehouse Financial. Anders is president of Anders Retirement & Investment Advisors, Inc., an insurance and securities sales business, and also leads a marketing consulting firm, Advisors Platform. 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, offering portfolio management, financial planning, and pension consulting through various account platforms and investment approaches.
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
124 E. Welbourne Ave.
Winter Park, FL 32789
Florida
Madison Avenue Securities, LLC
2016 - Present (10 years)
Anders & Anders Financial Group
2015 - Present (11 years)
Dave Anders And Associates
2015 - 2016 (1 year)
Us Employee Benefits Services Group Llc
2015 - 2016 (1 year)
Bencor
2011 - 2016 (5 years)
Bluehouse Financial
2011 - 2016 (5 years)
PlanMember Securities Corporation
2009 - 2016 (7 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.
Series 65
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Series 66
Orlando, FL
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CFP®, Series 63, Series 65
Lake Mary, FL
Haysley Financial Services, Inc.
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