Madison Avenue Securities, LLC
Firm details
- Headquarters
- San Diego, California
- CRD number
- 23224
- Registered since
- February 24, 2009
- Website
- www.mas-bd.com
- Custodians
- PERSHING LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees, Commissions
- Client types
- Individuals86.17%
- HNWI13.5%
- Pension & Profit Sharing Plans0.23%
- Charitable Organizations0.11%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
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.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities84%
- Cash & Cash Equivalents10%
- Public Funds/Mutual Funds4%
- US Government Bonds1%
- Other1%
Owners & executives
3 of 31
Daniel Nesmith
President and CEOCRD 5707208
Charles Henninger
Founder and CEOCRD 4343294

Michael Mcadam
President, CEOCRD 3247724
Contacts
3 of 275Scott Tusa
PartnerCRD 5653355

Paul Eichman
Principal & Financial AdvisorCRD 5732435

Charles Dodds
Investment Advisor Representative, Registered RepresentativeCRD 5744997
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
San Diego, CA
San Diego
Location
San Diego, CA
Headquartered in San Diego, CA, anchoring the San Diego-Chula Vista-Carlsbad, CA metro in the West.
- Metro area
- San Diego-Chula Vista-Carlsbad, CA
- Region
- West
- County
- San Diego
- Address
- 13500 Evening Creek Dr N
- Time zone
- PT (UTC-8)
- Office locations
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