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
Ocean View, NJ 08230
Credentials
CFA®, Series 63
Industry experience
37 years
Timothy Pashley is a CFA® charterholder with 37 years of industry experience. He is currently affiliated with Madison Avenue Securities, LLC and Oxford Retirement Advisors. His prior roles include positions at Triad Hybrid Solutions, Summit Financial Group, and Cetera Investment Advisers. He is also the owner and president of PFS Capital Management, LLC. Madison Avenue Securities, LLC provides investment advisory and related services to individuals, 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 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
1314 Route 9
Ocean View, NJ 08230
Florida · New Jersey
Oxford Retirement Advisors
2024 - Present (2 years)
Madison Avenue Securities
2024 - Present (2 years)
OSAIC
2024 - 2024 (1 year)
Triad Hybrid Solutions
2018 - 2024 (6 years)
Triad Advisors
2018 - 2024 (6 years)
Summit Financial Group Inc
2016 - 2018 (2 years)
Cetera Investment Advisers
2015 - 2018 (3 years)
Summit Brokerage services
2015 - 2018 (3 years)
Pashley Financial Services, Inc.
1988 - Present (38 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.
CFP®, Series 63, Series 65
Margate City, NJ
Concierge Financial Planning, LLC
CFP®, Series 63, Series 65
Somers Point, NJ
RockCrest Financial LLC
CFP®, Series 63
Ocean City, NJ
Focus Wealth Advisors LLC
CFP®, Series 65
Somers Point, NJ
RockCrest Financial LLC
Series 63, Series 65
Linwood, NJ
Masters Legacy Planning
CFP®
Margate City, NJ
TC Financial Management, Co Inc.
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")