Roger Herbert Madon

Employer firm

Transamerica Financial Advisors, LLC CRD 16164

$2.11B regulatory AUM

Reported services (Item 5G)

• Portfolio management (individuals)
• 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

• 02/2020 → 01/2021
  Pfs Investments Inc
  Coral Springs, FL
• 12/2023 → Present
  Transamerica Financial Advisors, Inc
  Coral Gables, FL
• 11/2023 → Present
  Wfgia
  Coral Gables, FL
• 03/2021 → 10/2022
  Equitable Advisors, Llc
  Boca Raton, FL
• 01/1993 → Present
  Madon Malin, P.C.
  White Plains, NY
• 12/2019 → 01/2021
  Primerica Financial Services
  Coral Springs, FL
• 10/2015 → 05/2017
  Economic Planning Group
  Melville, NY
• 10/2015 → 05/2017
  Lincoln Financial Advisors
  Melville, NY

Other Businesses

Sales of insurance and non-insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors, Inc. MADON MALIN, P.C. POSITION: Owner NATURE: Law firm INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 1 START DATE: 01/02/1995 ADDRESS: 50 Main St., Ste 1000, Suite 1000, White Plains NY 10606, United States DESCRIPTION: I currently represent three clients, as a labor lawyer, only. My duty is to represent one jointly administered one welfare fund and two jointly administered pension funds. I send approximately 10 hours per month.

Exams

• S65 Uniform Investment Adviser Law Examination
  2023-07-27
• S63 Uniform Securities Agent State Law Examination
  2019-11-01

Other Names

• Roger Madon