Madison Avenue Securities, LLC

Overview

Madison Avenue Securities, LLC is an independent broker-dealer and insurance broker organized as an LLC and registered with the SEC since 2009. The firm operates as a capital allocator to outside managers and serves a mix of individual, family and institutional clients. Its business model combines brokerage activity with advisory services, including financial planning, portfolio management for individuals and small businesses, institutional portfolio management, pension consulting services, and the selection of third‑party advisers. The firm offers multiple fee arrangements — percentage of assets under management, hourly and fixed fees, as well as commission-based billing — reflecting a hybrid advisory/brokerage platform. Industry affiliations listed in filings include broker-dealer, other investment adviser, accountant, insurance company and real estate broker. Madison Avenue Securities is not identified as an active ESG investor and is not flagged as a multistate adviser in the snapshot data; the filing also indicates it does not hold the designation of pension consultant despite listing pension consulting among its advisory services.

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Public Holdings

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Location & Offices