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Tony Ramez Torbey

Madison Avenue Securities, LLC

San Diego, CA

Loves Park, IL

CRD 7448669

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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:

Current Employers
Madison Avenue Securities, Llc

13500 Evening Creek Dr. N #555, San Diego, CA 92128 • United States

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2021-09-30
  • IL RA
    APPROVED
    Since 2021-09-30

Branch Locations

13500 Evening Creek Dr. N #555, San Diego, CA 92128 • United States

7216 N. Alpine Rd, Loves Park, IL 61111 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Torbey Financial Loves Park IL 10/2004 Present
Madison Avenue Securities, Llc San Diego CA 09/2021 Present
Other Businesses

1.) NAME: TORBEY FINANCIAL; INVESTMENT RELATED: YES; ADDRESS: 7216 N. ALPINE RD LOVES PARK, IL 61111; NATURE: LIFE, HEALTH, AND ANNUITY SALES; POSITION: OWNER/INSURANCE AGENT; START DATE: 10/2004; HOURS/MONTH: 40; TRADING HOURS/MONTH 40; DUTIES: OWNER AND AGENT WITH DOWNLINE AGENTS. 2.) NAME: SENIOR ADVISORS OF ILLINOIS; INVESTMENT RELATED: YES; ADDRESS: 7216 N. ALPINE RD LOVES PARK, IL 61111; NATURE: LIFE, HEALTH, AND ANNUITY SALES; POSITION: CO-OWNER; START DATE: 01/2008; HOURS/MONTH: 0; TRADING HOURS/MONTH 0; DUTIES: CO-OWNER 3.) NAME: CASTLE EXTERIORS; ADDRESS: 7216 N. ALPINE RD LOVES PARK, IL 61111; POSITION: SALES TRAINER; INVESTMENT RELATED: NO; DUTIES: FOR ROOFING CONTRATOR COMPANY TRAIN SALESPEOPLE FOR ROOFING CONTRATOR COMPANY ; HOURS: 6 PER WEEK; START DATE: 01/2023.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-08-24
  • S65 Uniform Investment Adviser Law Examination
    2021-08-24

View on SEC IAPD

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