David Gregory Kuzmic

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

• 06/2024 → Present
  Phillip Allen, Inc.
  Greenville, SC
• 05/2023 → 05/2024
  Greenville Moving Company Llc
  Greenville, SC
• 01/2024 → 03/2024
  New York Life Insurance Company
  Greenville, SC
• 08/2019 → 05/2023
  Bob Jones University
  Greenville, SC
• 05/2018 → 08/2019
  Atlanta Bread Company
  Greenville, SC
• 08/2015 → 05/2019
  Bob Jones Academy
  Greenville, SC
• 07/2021 → 08/2021
  Pioneer Bible Camp
  Eden, UT
• 06/2020 → 06/2021
  Greenville Outdoor Living
  Greenville, SC
• 06/2024 → Present
  Madison Avenue Securities
  San Diego, SC

Other Businesses

1.) Name: Phillip Allen, Inc.; Investment Related: Yes; Address: 158 Milestone Way, Greenville, SC 29615; Nature of the Business: Insurance Sales; Position: Insurance Agent; Hour Per Week: 40 Hours; Start Date: 6/10/2024. 2.) Name: Advisors Excel.; Investment Related: Yes; Address: 2950 SW McClure Rd, Topeka KS 66614; Nature of the Business: Insurance Sales; Position: Insurance Agent; Hour Per Week: 40 Hours; Start Date: 6/10/2024. Insurance License - SC - Accident, Health or Sickness, Life. 3.) Name: Phillip Allen, Inc.; Investment Related: Yes; Address: 158 Milestone Way, Greenville, SC 29615; Nature of the Business: Retirement and Financial Planning; Position: Financial Advisor; Hour Per Week: 40 Hours; Start Date: 6/10/2024. 4.) NAME: AE MEDICARE SOLUTIONS; INVESTMENT RELATED: NO; ADDRESS: TOPEKA, KS; NATURE OF THE BUSINESS: ASSISITING CLIENTS WITH BASIC MEDICARE EDUCATION AND ENROLLMENT; POSITION: MEDICARE REFERRAL PARTNER; HOURS PER WEEK: 1-2 HOURS; START DATE: 8/10/2026

Exams

• S65 Uniform Investment Adviser Law Examination
  2026-01-23

Other Names

• David Kuzmic