Anthony S Mowrer

Employer firm

Madison Avenue Securities, LLC CRD 23224

$2.02B regulatory AUM 31 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2015 → 09/2019
  Summit Brokerage Services Inc
  Atlanta, GA
• 05/2017 → 03/2020
  Cetera Investment Advisers Llc
  Atlanta, GA
• 09/2019 → 03/2020
  Cetera Advisor Networks Llc
  Atlanta, GA
• 03/2020 → Present
  Madison Avenue Securities, Llc
  San Diego, CA

Previous Registrations

• 2017-05-03 → 2020-03-03
  Cetera Investment Advisers Llc
  Atlanta, GA

Other Businesses

1)NAME: ADVISORS EXCEL; INV RELATED:YES; ADDRESS:2950 SW MCCLURE ROAD, TOPEKA, KS 66614; NATURE:INSURANCE PRODUCTS OFFERED THROUGH AE, CREATIVE SERVICES PROVIDED BY AE; POSITION:INSURANCE AGENT; START DATE:01/2017; HOURS/MONTH:40; TRADING HOURS/MONTH:40; DUTIES:INSURANCE SALES 2)NAME: HEARTLAND INSTITUTE OF FINANCIAL EDUCATION; INV RELATED: NOT DIRECTLY; ADDRESS: 8301 EAST PRENTICE SUITE 312 GREENWOOD VILLAGE, CO 80111 ; NATURE: CFED TEACH FINANCIAL PLANNING CLASSES ; POSITION: CFED ; START DATE: 1/01/2010 ; HOURS/MONTH: 8; TRADING HOURS/MONTH: 0 ; DUTIES: NONE OTHER THAN ANNUAL CONTINUING ED. 3)NAME: INTEGROUS INVESTMENT SOLUTIONS LLC ; INV RELATED: SET UP FOR BILLS AND LEASES ; ADDRESS: 1455 LINCOLN PKWY STE 325 ; NATURE: SET UP FOR BILLS AND LEASES ; POSITION: PARTNER ; START DATE: 11/2016 ; HOURS/MONTH: 4; TRADING HOURS/MONTH: 0 ; DUTIES: PARTNER PAY THE BILLS 4)NAME: OXFORD RETIREMENT ADVISORS; INV RELATED: DBA TO OPERATE OUR PRACTICE IN NAME ONLY ; ADDRESS: 1455 LINCOLN PARKWAY STE 325, ATLANTA, GA 30346 ; NATURE: DBA TO OPERATE OUR PRACTICE IN NAME ONLY ; POSITION: PARTNER ; START DATE: 01/2020 ; HOURS/MONTH: 0 ; TRADING HOURS/MONTH: 0 ; DUTIES: DBA TO OPERATE OUR PRACTICE IN NAME ONLY 5.) NAME: THE RETIREMENT PLAYBOOK SERIES; INV RELATED: DBA TO MARKET CLASSES ; ADDRESS: 1455 LINCOLN PARKWAY STE 325, ATLANTA, GA 30346 ; NATURE: DBA TO MARKET CLASSES WITH THE NEW DOMAIN NAME ; POSITION: INSTRUCTOR/MARKETER; START DATE: 10/2020 ; HOURS/MONTH: 5 HOURS A WEEK; TRADING HOURS/MONTH: 2-3; DUTIES: DBA TO MARKET CLASSES.

Exams

• S65 Uniform Investment Adviser Law Examination
  2017-02-06
• S63 Uniform Securities Agent State Law Examination
  1989-08-10

Other Names

• Anthony Scott Mowrer