William J Skillender

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

• 04/2009 → 02/2017
  Broker Dealer Financial Services Corp
  Sea Grit, NJ
• 02/2017 → Present
  Madison Avenue Securities, Llc
  San Diego, CA

Other Businesses

1.) NAME: WILLIAM SKILLENDER WEALTH MANAGEMENT TAX ADVISORY; INV RELATED:YES; ADDRESS:101 UNION AVENUE, BRIELLE, NJ 08730; NATURE:INSURANCE-LIFE, WHOLE & TERM. ANNUITIES-FIXED+INDEX THROUGH ADVISORS EXCEL; POSITION:PRODUCER/OWNER; START DATE:07/22/2011; HOURS/MONTH:APPROXIMATELY 100; TRADING HOURS/MONTH:4-6 DAILY; DUTIES:SALE OF INSURANCE 2.) NAME: WILLIAM SKILLENDER WEALTH MANAGEMENT - BOOK PROMOTION; ADDRESS: BRIELLE, NJ; INVESTMENT RELATED: NO; POSITION: ADVISOR / PRESIDENT; DUTIES: ADVISOR / PRESIDENT; HOURS PER WEEK: LESS THAN 1 HOUR; START DATE: 3/1/2024 3.) NAME: AE MEDICARE PARTNERSHIP PROGRAM; ADDRESS: TOPKEA, KS; INVESTMENT RELATED: NO; POSITION: ADVISOR; DUTIES: MEMBER ADVISOR THAT WOULD HAVE THE ABILITY TO ACCESS THEIR AGENTS AND INFORMATION REGARDING MEDICARE AND TO REFER CLIENTS TO; HOURS PER WEEK: 1 HOUR; START DATE: 9/1/2024

Exams

• S66 Uniform Combined State Law Examination
  2022-05-02