Madison Global Partners LLC

Broker-DealerFINRA MemberEst. 2017
Total AUM
Advisory reps
16
Avg account
$0

Firm details

Headquarters
Hauppauge, New York
CRD number
285406
Registered since
August 24, 2017

Firm profile

FINTRX

Overview

Madison Global Partners LLC is organized as a limited liability company and is listed as SEC-registered beginning in 2017. The firm is classified in the source data as an investment bank rather than a traditional registered investment adviser acting as a capital allocator. Ownership is indicated as a mix of a domestic entity and an individual. The source marks the firm as not an active ESG investor, not a multistate adviser, not a pension consultant, and not a related adviser. The dataset does not include descriptions of the firm’s specific business lines or advisory activities.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • Anton Gerdes

    Anton Gerdes

    President, Chief Executive OfficerCRD 1010083

Contacts

3 of 15
  • David Kaplan

    Managing PartnerCRD 1176065

  • Drew Gordon

    Drew Gordon

    Investment Advisor RepresentativeCRD 8092983

  • Robert Peters

    Robert Peters

    FinOpCRD 1704577

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

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Recent filings

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Awards

FINTRX

Location

Primary office

Hauppauge, NY

Suffolk

Location

Hauppauge, NY

Headquartered in Hauppauge, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
Suffolk
Address
350 Vanderbilt Motor Pkwy
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth