Sharon Lynn Viano

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

• 04/2001 → 08/2018
  Linsco Private Ledger Corp
  Burmingham, MI
• 08/2018 → 06/2022
  Cambridge Investment Research, Inc.
  Fairfield, IA
• 08/2018 → 07/2022
  Cambridge Investment Research Advisors, Inc.
  Fairfield, IA
• 06/2022 → Present
  Madison Avenue Securites
  San Diego, CA

Previous Registrations

• 2018-08-31 → 2022-07-21
  Cambridge Investment Research Advisors, Inc.
  Bloomfield Hills, MI
• 2010-08-27 → 2018-09-27
  Lpl Financial Llc
  Burmingham, MI
  Bloomfield Hills, MI

Other Businesses

1.WEALTH CREATION STRATEGIES INC, 6001 N ADAMS RD STE 135, BLOOMFIELD HILLS, MI, START DATE 1987; ROLE: VICE PRESIDENT- CO- OWNER: DUTIES: FINANCIAL PROFESSIONAL UTILIZING DBA NAME FOR MARETING, PAYING BILLS AND SALES STRATEGIES FOR FIXED INSURANCE POLICIES . HOURS: 40. 2.PROBIOMECHANICS 501(C)3, 265 WARRINGTON RD, BLOOMFIELD HILLS, MI, 8/2015 AS TRUSTEE - 5/YR - 0/TRADING. - FUNDING SCHOLARSHIPS FOR HIGHER EDUCATION IN THE ENGINEERING FIELD. HOURS: 0/MONTH 3.INDEPENDENT INSURANCE AGENT, 6001 N ADAMS RD STE 135, BLOOMFIELD HILLS, MI, 7/1976 FOR VARIOUS INDEPENDENT INSURANCE COMPANIES. INV REL - 20/WK - 20/TRADING. 4.RENTAL INCOME FROM OFFICE SPACE.

Exams

• S66 Uniform Combined State Law Examination
  2010-07-14
• S63 Uniform Securities Agent State Law Examination
  1988-07-01

Other Names

• Sharon Lyunn Morris
• Sharon Henderson
• Sharon Lynn Henderson
• Sharon Lynn Morris