MD Investment Advisors logo

MD Investment Advisors

Updated today

Client assets under management

$34,422,463

Clients

130

4% high-net worth

Advisors

2

of 2 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

65

High

Average account size

$264,788

About

MD Investment Advisors serves individual investors, trusts, and corporate or business pension plans, providing portfolio management and investment supervisory services through one-on-one consultations and ongoing account oversight. The firm reports roughly $34.47 million in assets under management, with a mix of discretionary and non-discretionary accounts.

The firm’s investment approach blends long-term equity positions and sector-focused ETFs with option-based techniques such as covered call writing and buying puts, and it uses loss limits and quantitative measures (e.g., price-to-earnings ratios) to help manage downside risk. Advice and portfolio implementation are delivered through scheduled and unscheduled consultations, and accounts are managed on both discretionary and non-discretionary bases depending on client agreements.

Notable operational features include principals with broker-dealer registrations and the provision of ancillary services — insurance sales and tax-preparation — that may generate commissions separate from advisory fees, a potential source of conflict of interest disclosed in the brochure. The firm also maintains custody for direct fee deduction, does not aggregate client trades, and reports that it does not accept soft-dollar benefits or permit directed brokerage, which can affect trade execution and reporting practices.

Client services

Portfolio management

Expertise

Annuities Options & derivatives strategies Passive / index investing

Fee options

Percentage

$1 - $100,000: 2.25% $100,001 - $200,000: 2.00% $200,001 - $300,000: 1.75% $300,001 - $400,000: 1.50% $400,001 - $500,000: 1.25% $500,001+: 1.00%

Main office location

MD Investment Advisors

Bradenton FL, United States

Number of offices

3

Most active in

Florida · Maryland · North Carolina

Disclosures

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

Business activities & affiliations

Advisors at this firm

user avatar

Randall M

Series 63, Series 65

Bradenton, FL

MD Investment Advisors

Randall Mcdole is a financial advisor at MD Investment Advisors with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Founders Financial Securities, LLC since 2010. Outside of his advisory work, he is involved in an insurance agency and has a minor ownership stake in a Great Clips hair salon franchise. MD Investment Advisors serves individual investors, trusts, and pension plans by providing portfolio management and investment supervisory services. The firm employs a mix of long-term equity positions, sector-focused ETFs, and option-based strategies, managing accounts on both discretionary and non-discretionary bases.

Annuities Options & derivatives strategies Passive / index investing
user avatar

Matthew D

Series 63, Series 65

Bradenton, FL

MD Investment Advisors

Matthew Doyle is a financial advisor at MD Investment Advisors in Bradenton, FL, holding Series 63 and Series 65 licenses with 26 years of industry experience. He has operated Doyle Investment Services and worked with Wallstreet*E Financial Services, Inc. since 2002. Outside of advising, he owns a tax preparation and insurance business, which he manages on a limited basis. MD Investment Advisors serves individual investors, trusts, and corporate pension plans by providing portfolio management and investment supervisory services. The firm employs a mixed investment approach combining long-term equity positions, sector-focused ETFs, and option strategies to manage downside risk, delivering advice through both discretionary and non-discretionary account management.

Annuities Options & derivatives strategies Passive / index investing
Warmer team member

Not sure where to start?

We'll help you think it through – whether you ultimately need an advisor or not.

Call (201) 292-4557

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")