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Madison Avenue Securities, LLC CRD 23224
$2.02B regulatory AUM 31 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
13500 Evening Creek Dr. N #555, San Diego, CA 92128 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2023-12-15 |
| NY | RA | APPROVED | 2023-12-15 |
Branch Locations
13500 Evening Creek Dr N #555, San Diego, CA 92128 • USA
300 Park Avenue Floor 5, Ste 514, New York, NY 10022 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jackson National Life Distributors Llc | Franklin | TN | 02/2014 | 03/2017 |
| Uber | Nashville | TN | 01/2016 | 05/2020 |
| Proequities, Inc. | New York | NY | 04/2017 | 05/2020 |
| Protective Life | New York | NY | 02/2017 | 05/2020 |
| Brighthouse Financial | Charlotte | NC | 05/2020 | 01/2023 |
| Nationwide Investment Services Corporation | Columbus | OH | 01/2023 | 11/2023 |
| Vineyard Financial | Evansville | IN | 12/2023 | Present |
| Madison Avenue Securities | San Diego | CA | 12/2023 | Present |
1) Name: Vineyard Financial; Address: 20 NW 3rd Street, Suite 300, Evansville, IN 47708; Investment Related: Yes; Position: Financial Advisor; Duties: Responsible for prospecting and bringing on my own clients; Hours Per Week: 10-20 Hours; Start Date: 11/2023 2) Name: Successor Trustee for Dominick Gallo; Investment Related: No; Position: Successor Trustee; Duties: Successor Trustee - Only will do this if something happens to current trustee; Start Date: 12/16/2024 3.) Name: AE Medicare Solutions; Investment Related: No; Nature of the Business: Medicare Solutions; Position: Medicare Referral Partner; Hours Per Week: Less Than 1 Hour; Start Date: 5/2026
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-12-01 |
| S63 | Uniform Securities Agent State Law Examination | 2014-05-17 |
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