Madison Avenue Securities, LLC

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Total assets under management

$2,038,801,712

Total clients

14,512

3% high-net worth

Total advisors

of 93 employees

Firm size

Enterprise

51-2,000 advisors or $10B+ in AUM

Average clients per advisor

191

Average account size

$140,491

Client services

Financial planning Portfolio management Pension consulting Selection of other advisers

Fee options

Fixed

Fixed fee for one-time financial plans, portfolio analysis, and investment policy statements (amounts negotiable/not specified)

Percentage

$0+: 0.50% to 2.00% annually - Fee Plus Transaction Charge Program (negotiable within this range) $0+: 0.50% to 2.25% annually - Standard Wrap Program (negotiable within this range) $10,000+: wrap fee based on percentage of AUM - AE Wealth Management Program $10,000 - $50,000: mutual fund or ETF asset allocation portfolios - Envestnet Program minimums $100,000+: equity strategies - Envestnet Program minimums $250,000+: fixed-income strategies - Envestnet Program minimums $150,000+: multi-sleeve portfolios - Envestnet Program minimums $60,000+: Market Series QP portfolios - Envestnet Program minimums $100,000+: Factor Enhanced QP portfolios - Envestnet Program minimums

Commissions

Commissions earned by IARs on sales of securities and insurance products separately from advisory fees

Project-based

Hourly Financial Consulting fees (specific rates not disclosed)

Other

Account minimum: $10,000 Fee-only: Hourly Financial Consulting (hourly fees, amounts not specified) and Fixed Fee Services (one-time financial plans and annual financial plans, fees negotiable)

Disclosures

Business activities & affiliations

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.

Main office location

Madison Avenue Securities, LLC

13500 Evening Creek Dr. N, #555

San Diego CA 92128, United States

Number of offices

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

LinkedIn Website 888-627-7323

Advisors at this firm

Christine D

Series 63, Series 65

San Diego, CA

Madison Avenue Securities, LLC

Janine P

Series 65

Crestwood, IL

Madison Avenue Securities, LLC

Christopher B

Series 63, Series 65

Bernardsville, NJ

Madison Avenue Securities, LLC

Patrick R

Series 63, Series 65

El Paso, TX

Madison Avenue Securities, LLC

Joseph L

Series 63, Series 66

Remote

Madison Avenue Securities, LLC

Paul S

Series 63, Series 65

Coeur D'alene, ID

Madison Avenue Securities, LLC

Robert S

Series 63, Series 66

San Diego, CA

Madison Avenue Securities, LLC

Annette S

Series 66

San Diego, CA

Madison Avenue Securities, LLC

William P

ChFC®, Series 66

Suwanee, GA

Madison Avenue Securities, LLC

Gerald T

Series 66

Colbert, WA

Madison Avenue Securities, LLC

Timothy P

CFA®, Series 63

Ocean View, NJ

Madison Avenue Securities, LLC

Samuel B

CFP®, Series 66

Greenville, SC

Madison Avenue Securities, LLC

Donald A

Series 63, Series 65

Winter Park, FL

Madison Avenue Securities, LLC

Kimberly T

Series 65

Kent, WA

Madison Avenue Securities, LLC

Quentin P

Series 66

Syracuse, NY

Madison Avenue Securities, LLC

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