Donald L Anders

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

• 11/2015 → Present
  Anders & Anders Financial Group
  New Smyrna Beach, FL
• 07/2016 → Present
  Madison Avenue Securities, Llc
  San Diego, CA

Previous Registrations

• 2014-04-11 → 2016-07-28
  Planmember Securities Corporation
  Winter Springs, FL
  Winter Springs, FL
  Maitland, FL
  New Smyrna Beach, FL
  Clermont, FL
  Ocala, FL
  Land O Lakes, FL
  Kissimmee, FL
  Vero Beach, FL
  Clermont, FL

Other Businesses

(1.) NAME: ANDERS RETIREMENT & INVESTMENT ADVISORS, INC; INV RELATED: YES; ADDRESS: 124 E. WELBOURNE AVE., WINTER PARK, FL 32789; NATURE: INSURANCE AND SECURITIES SALES; POSITION: PRESIDENT; START DATE: 12/2019; HOURS/MONTH: 120; TRADING HOURS/MONTH: 120; DUTIES: PRESIDENT (2.) NAME: ADVISORS PLATFORM; INV RELATED:NO; ADDRESS:124 E. WELBOURNE AVE., WINTER PARK, FL 32789; NATURE:MARKETING CONSULTING; POSITION:PRESIDENT; START DATE:11/2017; HOURS/MONTH:50; TRADING HOURS/MONTH:30; DUTIES:MANAGEMENT/MARKETING (3.) NAME: ANDERS & ANDERS FINANCIAL GROUP; ADDRESS: 315 LIVE OAK STREET, NEW SMYRNA BEACH, FL 32168; INVESTMENT RELATED: YES; POSITION: ADVISOR, MARKETING, OWNER; DUTIES: ADVISOR, MARKETING: HOURS PER WEEK: 5 HOURS; START DATE: 01/2017

Exams

• S65 Uniform Investment Adviser Law Examination
  2014-02-24
• S63 Uniform Securities Agent State Law Examination
  2012-12-31