MADISON AVENUE SECURITIES, LLC
Latest filing: May 07, 2025 (56 days ago)
AUM
$2,038,801,712
12% change vs. 1 year ago
15% change vs. 3 years ago
103% change vs. 5 years ago
549% change vs. 10 years ago
Employee Count
93
-9% change vs. 1 year ago
-3% change vs. 3 years ago
9% change vs. 5 years ago
-9% change vs. 10 years ago
Main Office
SAN DIEGO, CA
13500 EVENING CREEK DR. N, SAN DIEGO, CA, UNITED STATES, 92128
Client AUM
| Discretion | AUM |
|---|---|
| Discretionary | $1.2 |
| Non-Discretionary | $0.9 |
| Total | $2.0 |
| Client | AUM |
|---|---|
| Retail | $2.0 |
| Pooled | $0.0 |
| Institutional | $0.0 |
| Total | $2.0 |
| Retail | Accounts | AUM |
|---|---|---|
| Individual | 14,100 | $1.8 |
| Average Individual AUM | $130,013 | |
| HNW | 412 | $0.2 |
| Average HNW AUM | $410,069 | |
| Retail Total | 14,512 | $2.0 |
| Average Retail AUM | $137,964 |
ADVDB.CO • AUM IN BILLIONS, AVERAGES IN DOLLARS • SOURCE: SEC FORM ADV
SMA Custodians
| Custodian | Location | AUM |
|---|
ADVDB.CO • SMA AUM IN BILLIONS • SMA INCLUDES RETAIL AND INSTITUTIONAL • SOURCE: SEC FORM ADV
Separately Managed Assets
| Breakdown | AUM |
|---|---|
| Total SMA AUM | $2.0 |
| Retail SMA AUM | $2.0 |
| Institutional SMA AUM | $0.0 |
| Asset Class | % | AUM |
|---|---|---|
| Equity Exch | 71% | $1.4 |
| Equity Non-Exch | 0% | $0.0 |
| Govt Agency | 2% | $0.0 |
| Municipal | 0% | $0.0 |
| Sovereign | 0% | $0.0 |
| IG Credit | 1% | $0.0 |
| HY Credit | 0% | $0.0 |
| Derivatives | 0% | $0.0 |
| Investment Companies | 10% | $0.2 |
| Other Pools | 0% | $0.0 |
| Cash | 16% | $0.3 |
| Other | 0% | $0.0 |
| Total | 100% | $2.0 |
ADVDB.CO • AUM IN BILLIONS • POSSIBLE ROUNDING ERRORS, BUT SOME ADVISERS REPORT SUMS ≠ 100% • SOURCE: SEC FORM ADV
Affiliates
| Affiliates | AUM | Business Types | CRD Number |
|---|---|---|---|
| AE WEALTH MANAGEMENT, LLC | $37.5 | 282580 |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
Control Persons
14 active
| Name | Title |
|---|---|
| MCNEES, MARTIN WILLIAM | PRESIDENT |
| SCHENDEL, JENNIFER | MEMBER |
| THOMPSON, DEREK JAMES | MEMBER, TRUSTEE AND LLC MEMBER |
| CALLANAN, DAVID JAMES | MEMBER, LLC MEMBER |
| FOSTER, CODY GRANT | MEMBER, LLC MEMBER |
| JENSEN, GAIL MARIE | CHIEF COMPLIANCE OFFICER |
| MALECHUK, LAURA ANN | FINOP |
ADVDB.CO • SOURCE: SEC
Representatives
92 active representatives found, showing 20 random
| Name | City | State | Exams | Designations | |||||
|---|---|---|---|---|---|---|---|---|---|
| DEBORAH SIMS | SAN DIEGO | CA | S63|2001-11-26|S65|2012-06-25 | ||||||
| JAKUB HALL | SAN DIEGO | CA | S66|2022-08-22 | ||||||
| PHILLIP ALLEN | SAN DIEGO | CA | S63|1985-02-19|S65|2018-02-27 | ||||||
| LAMONT CHANDLER | SAN DIEGO | CA | S63|1996-09-18|S65|1999-09-15 | ||||||
| PATRICK AYERS | SAN DIEGO | CA | S63|1992-12-31|S65|1997-05-29 | ||||||
| DONNA BELLAMY | SAN DIEGO | CA | S63|1991-11-25|S65|2001-03-20 | ||||||
| BARRY RICHEY | SAN DIEGO | CA | S63|1986-04-04|S65|2007-03-13 | ||||||
| MARTIN MCNEES | SAN DIEGO | CA | S63|1999-01-18|S65|2006-09-20 | ||||||
| MICHAEL MARTIN | SAN DIEGO | CA | S66|2013-09-23 | ||||||
| JOHN FAZZINI | SAN DIEGO | CA | S66|2017-09-07 | CERTIFIED FINANCIAL PLANNER | |||||
| TODD LABELLMAN | SAN DIEGO | CA | S63|2014-12-16|S65|2015-09-22 | CERTIFIED FINANCIAL PLANNER | |||||
| WESLEY FORD | SAN DIEGO | CA | S63|2014-05-17|S65|2023-12-01 | ||||||
| TRAVIS DIXON | SAN DIEGO | CA | S63|2015-03-16|S66|2020-12-05 | ||||||
| JAMES STOKES | SAN DIEGO | CA | S63|1987-10-14 | CERTIFIED FINANCIAL PLANNER | |||||
| JOSEPH DUFFEY | SAN DIEGO | CA | S63|1996-05-09|S66|2006-09-29 | ||||||
| JAY KRAMER | SAN DIEGO | CA | S66|2017-08-26 | ||||||
| KEVIN MCCARTHY | SAN DIEGO | CA | S63|1988-01-04|S66|2008-06-25 | ||||||
| JESSICA PASSIER | SAN DIEGO | CA | S65|2022-06-10|S66|2022-06-01 | ||||||
| SAMUEL BONIKOWSKY | SAN DIEGO | CA | S66|2020-08-31 | CERTIFIED FINANCIAL PLANNER | |||||
| MIRA ABAS | SAN DIEGO | CA | S63|2012-08-09|S65|2012-02-25 | ||||||
ADVDB.CO • SOURCE: SEC
History
| Date | AUM | AUM ∆ | AUM % ∆ | Empl | Empl ∆ | Empl % ∆ |
|---|---|---|---|---|---|---|
| 2025-06-02 | $2.0 | $0.0 | 0% | 93 | 0 | 0% |
| 2025-04-21 | $2.0 | $0.0 | 0% | 93 | 0 | 0% |
| 2024-04-02 | $1.8 | $0.2 | 12% | 102 | -9 | -9% |
| 2023-04-04 | $1.6 | $0.4 | 26% | 99 | -6 | -6% |
| 2022-04-01 | $1.8 | $0.3 | 15% | 96 | -3 | -3% |
| 2021-04-05 | $1.4 | $0.7 | 50% | 93 | 0 | 0% |
| 2020-04-01 | $1.0 | $1.0 | 103% | 85 | 8 | 9% |
| 2019-04-01 | $0.9 | $1.1 | 128% | 100 | -7 | -7% |
| 2018-04-02 | $0.8 | $1.3 | 160% | 106 | -13 | -12% |
| 2017-04-01 | $0.5 | $1.6 | 320% | 111 | -18 | -16% |
| 2016-04-01 | $0.3 | $1.7 | 519% | 106 | -13 | -12% |
| 2015-04-01 | $0.3 | $1.7 | 549% | 102 | -9 | -9% |
| 2014-04-01 | $0.3 | $1.7 | 551% | 89 | 4 | 4% |
| 2013-04-01 | $0.2 | $1.8 | 740% | 102 | -9 | -9% |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
Other
| STATE REGISTRATIONS |
| CA, AK-05/01/2012, AL-11/20/2009, AR-03/12/2009, AZ-03/12/2009, CA-02/24/2009, CO-03/12/2009, CT-03/12/2009, DC-06/06/2011, DE-04/06/2015, FL-03/13/2009, GA-03/12/2009, HI-06/08/2009, IA-03/13/2009, ID-04/30/2012, IL-03/10/2009, IN-03/12/2009, KS-03/12/2009, KY-03/12/2009, LA-09/15/2011, MA-05/12/2009, MD-03/12/2009, ME-03/12/2009, MI-03/12/2009, MN-03/12/2009, MO-03/12/2009, MS-01/18/2013, MT-01/07/2013, NC-03/12/2009, ND-03/11/2010, NE-08/21/2014, NH-05/12/2009, NJ-03/12/2009, NM-03/12/2009, NV-03/12/2009, NY-03/12/2009, OH-03/12/2009, OK-03/12/2009, OR-10/28/2009, PA-02/26/2009, RI-03/12/2009, SC-03/12/2009, SD-04/01/2011, TN-03/13/2009, TX-03/12/2009, UT-11/16/2009, VA-03/12/2009, VT-03/12/2009, WA-03/12/2009, WI-03/12/2009, WV-12/01/2009 |
| ADVISER ACTIVITIES |
|
FINANCIAL PLANNING PORTFOLIO MANAGEMENT PORTFOLIO MANAGEMENT (SMB) PENSION CONSULTING MANAGER SELECTION |
| OTHER ACTIVITIES |
|
BROKER DEALER INSURANCE AGENT |
ADVDB.CO • SOURCE: SEC FORM ADV