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Christine D
Series 63, Series 65
San Diego, CA
Madison Avenue Securities, LLC
Christine Diruscio is a financial advisor with Madison Avenue Securities, LLC, based in San Diego, CA, holding Series 63 and 65 licenses and bringing 18 years of industry experience. She has worked at Madison Avenue Securities since 2016 and joined Empress Investment Group in 2024, where she serves as a registered sales assistant and financial advisor. Madison Avenue Securities provides investment advisory and brokerage services primarily to individual and high-net-worth clients, as well as pension consulting and services for charitable institutions. The firm manages approximately $2.0 billion across 14,000 clients, offering both discretionary and non-discretionary portfolio management through various models and third-party manager relationships.
Michael G
Series 66
San Diego, CA
Madison Avenue Securities, LLC
Michael Graham is a financial advisor with Madison Avenue Securities, LLC, holding a Series 66 designation and 10 years of industry experience. He has previously worked at Raymond James Financial Services, Wells Fargo Clearing Services, Stifel Nicolaus & Co Inc, and Edward Jones. Outside of his advisory work, he is a part-time independent contractor for TravelPlex, assisting clients with travel arrangements, and also works as a part-time Uber and Lyft driver. Madison Avenue Securities provides investment advisory and brokerage services primarily to individual and high-net-worth clients, with additional offerings for pension consulting, college savings, and charitable institutions. The firm manages approximately $2.0 billion for about 14,000 clients across 91 advisors, utilizing a variety of portfolio management approaches including advisor-managed models and third-party managers.
Robert S
Series 63, Series 66
San Diego, CA
Madison Avenue Securities, LLC
Robert Seawright is a financial advisor with Madison Avenue Securities, LLC in San Diego, CA, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. He has been with Madison Avenue Securities since 2010 and is also Chief Compliance Officer at Asset Marketing Systems Insurance Services, LLC. Outside of his advisory roles, he serves as an elder and president of the committee at Rancho Bernardo Community Presbyterian Church. Madison Avenue Securities, LLC provides investment advisory and related services to individual clients, charitable institutions, foundations, trusts, and employer-sponsored retirement plans. The firm manages approximately $2.0 billion in assets, offering portfolio management, financial planning, pension consulting, and college-savings services through various account platforms and investment approaches.
Annette S
Series 66
San Diego, CA
Madison Avenue Securities, LLC
Annette Sullivan is a financial advisor with Madison Avenue Securities, LLC, holding a Series 66 designation and 15 years of industry experience. She has been with Madison Avenue Securities since 2009. Outside of her advisory role, she is a joint owner of a rental property. Madison Avenue Securities, LLC provides investment advisory and related services to individuals, charitable institutions, foundations, trusts, and retirement plans. The firm manages approximately $2.0 billion in assets and offers a range of portfolio management, financial planning, and consulting services through a network of investment adviser representatives.
Dimitry T
Series 66
San Diego, CA
Madison Avenue Securities, LLC
Dimitry Tikhonov is a financial advisor with Madison Avenue Securities, LLC, holding a Series 66 designation and 18 years of industry experience. He has been with Madison Avenue Securities since 2007 and is also the owner and advisor of Doffin Group, Inc., where he is involved in insurance services including life and long-term care insurance. Madison Avenue Securities serves individual clients, charitable institutions, foundations, trusts, and retirement plans, managing approximately $2.0 billion in assets. The firm offers a range of portfolio management and financial planning services through multiple account platforms, utilizing diverse investment approaches and custodian relationships.
Joy F
Series 66
San Diego, CA
Madison Avenue Securities, LLC
Joy Funk is a Series 66-licensed financial advisor with six years of industry experience. She currently works at Madison Avenue Securities, LLC and previously held roles at CUSO Financial Services, LP and Centurion Counsel, Inc. Outside of her advisory work, she provides operational and trading support at AE Financial Services. Madison Avenue Securities, LLC serves a diverse client base including high net worth individuals, charitable institutions, and retirement plans. The firm offers a range of investment advisory and consulting services with multiple account platforms and employs various analytical and allocation approaches.
Jessica P
Series 65, Series 66
San Diego, CA
Madison Avenue Securities, LLC
Jessica Passier is a financial advisor with Madison Avenue Securities, LLC, holding Series 65 and Series 66 licenses and bringing 11 years of industry experience. She previously worked at Girard Securities for four years before joining Madison Avenue Securities in 2018. Outside of finance, she works as a server and bartender for Party Host Helpers on weekends. Madison Avenue Securities serves individual and high-net-worth clients, offering investment advisory and brokerage services along with pension consulting, college-savings assistance, and support for charitable institutions. The firm manages approximately $2.0 billion for around 14,000 clients using a variety of portfolio management approaches and multiple custodial platforms.
Laura M
Series 63, Series 65
San Diego, CA
Madison Avenue Securities, LLC
Laura Malechuk is a financial advisor with Madison Avenue Securities, LLC and holds Series 63 and Series 65 credentials. She has 26 years of industry experience, including prior roles at CUSO Financial Services, LP and Foresters Equity Services, Inc. Madison Avenue Securities, LLC provides investment advisory and related services to individual clients, charitable institutions, foundations, trusts, and employer-sponsored retirement plans. The firm manages approximately $2.0 billion in assets and offers portfolio management, financial planning, pension consulting, and college-savings services through a network of investment adviser representatives.
Martin M
Series 63, Series 65
San Diego, CA
Madison Avenue Securities, LLC
Martin Mcnees is a financial advisor at Madison Avenue Securities, LLC with 27 years of industry experience. He has been with Madison Avenue Securities since 2005. Mcnees holds Series 63 and Series 65 licenses and also serves as president of AE Financial Services, a broker-dealer. Madison Avenue Securities provides investment advisory and brokerage services primarily to individual and high-net-worth clients, offering pension consulting, college-savings assistance, and services for charitable institutions. The firm manages approximately $2.0 billion for about 14,000 clients through multiple portfolio management options and sub-advisers.
Randal A
Series 63, Series 65
San Diego, CA
Madison Avenue Securities, LLC
Randal Atwell is a financial advisor with Madison Avenue Securities, LLC, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been involved with Madison Avenue Securities since 2007 and operates Randal L. Atwell Insurance Services, Inc., where he provides insurance product evaluations and reviews. Madison Avenue Securities serves individual clients, charitable institutions, foundations, trusts, and retirement plans, offering investment advisory, portfolio management, and financial planning services with approximately $2.0 billion in assets under management.
Vilayphone F
Series 63, Series 66
San Diego, CA
Madison Avenue Securities, LLC
Vilayphone Fixsen is a financial advisor with Madison Avenue Securities, LLC in San Diego, CA, holding Series 63 and Series 66 credentials and possessing 22 years of industry experience. She has been with Madison Avenue Securities since 2008. Outside of her advisory role, she is involved in construction as a treasurer and office administrator for BuildingLegacy Contracting. Madison Avenue Securities, LLC provides investment advisory and related services to individual clients, charitable institutions, foundations, trusts, and employer-sponsored retirement plans. The firm manages approximately $2.0 billion in assets and offers a variety of portfolio management, financial planning, and consulting services through multiple account platforms and programs.
Deborah S
Series 63, Series 65
San Diego, CA
Madison Avenue Securities, LLC
Deborah Sims is a financial advisor at Madison Avenue Securities, LLC with 24 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Cetera and Summit Brokerage Services. She also dedicates time to helping federal employees understand benefits and retirement options through her ChFEBC designation. Madison Avenue Securities serves individual clients, charitable institutions, foundations, trusts, and retirement plans, managing approximately $2.0 billion in assets. The firm offers a range of portfolio management and consulting services through multiple account platforms and employs various investment strategies across discretionary and non-discretionary accounts.
Rory M
Series 63, Series 65
San Diego, CA
Madison Avenue Securities, LLC
Rory Miller II is a financial advisor with Madison Avenue Securities, LLC, holding Series 63 and Series 65 designations and 11 years of industry experience. His prior work includes nine years at LPL Financial and one year at National Planning Corporation. He is based in San Diego, CA. Madison Avenue Securities provides investment advisory and brokerage services primarily to individual and high-net-worth clients, also serving pension plans, college savings, and charitable institutions. The firm manages approximately $2.0 billion across 14,000 clients and offers discretionary and non-discretionary portfolio management through multiple investment models and third-party managers.
Michael O
Series 66
San Diego, CA
Madison Avenue Securities, LLC
Michael Olsen is a financial advisor at Madison Avenue Securities, LLC with 13 years of industry experience. He holds the Series 66 designation and has been with Madison Avenue Securities since 2012. Madison Avenue Securities provides investment advisory and related services to individual clients, charitable institutions, foundations, trusts, and employer-sponsored retirement plans, managing approximately $2.0 billion in assets. The firm offers a variety of account platforms and investment approaches, including portfolio management, financial planning, pension consulting, and college-savings services.
Bruce B
ChFC®, Series 63
San Diego, CA
Madison Avenue Securities, LLC
Bruce Beaty is a financial advisor at Madison Avenue Securities, LLC with eight years of industry experience. He holds the ChFC® and Series 63 designations and has held roles at multiple firms including AE Wealth Management, Dynamic Planning Network, and Heartland Investment Advisory Services. Outside of his advisory work, he serves as a managing partner in investment-unrelated ventures such as R&B Ventures, LLC and Quail Holding, LLC. Madison Avenue Securities provides investment advisory and brokerage services primarily to individual and high-net-worth clients, offering a range of portfolio management options through various platforms and third-party managers. The firm also supports pension consulting, college-savings assistance, and services for charitable organizations.
Steven B
CFP®, Series 63, Series 65
San Diego, CA
Madison Avenue Securities, LLC
Steven Brahy is a CFP® professional with 29 years of experience in the financial advisory industry. He is currently with Madison Avenue Securities, LLC, where he has worked since 2021. Prior to this, he was with Rose Court Wealth Management for eight years. Outside of his primary role, he is involved with Empress Investment Group, providing wealth management, insurance, and investment advisory services. Madison Avenue Securities, LLC serves a diverse client base including high net worth individuals, charitable institutions, and retirement plans, managing approximately $2.0 billion in assets. The firm offers a range of portfolio management and financial planning services through various account platforms, employing multiple investment strategies and custodial arrangements.
Jeffery W
Series 66
San Diego, CA
Madison Avenue Securities, LLC
Jeffery Wagner is a financial advisor with Madison Avenue Securities, LLC, holding a Series 66 designation and seven years of industry experience. His prior roles include positions at AE Financial Services, UMB Financial Services, and Waddell & Reed, among others. Madison Avenue Securities provides investment advisory and brokerage services primarily to individual and high-net-worth clients, offering a range of portfolio management options through multiple platforms and sub-advisers. The firm manages approximately $2.0 billion across 14,000 clients and employs strategic and tactical asset allocation using various investment vehicles.
Meagan P
CFP®, Series 63, Series 65
San Diego, CA
Madison Avenue Securities, LLC
Meagan Phelps is a CFP® with 26 years of industry experience, currently serving at Madison Avenue Securities, LLC. She is the owner of Empress Investment Group, a financial advisory practice providing wealth management, insurance, and comprehensive financial planning services. Additionally, she manages a tax preparation and planning business, Empress Tax Solutions, LLC, and refers clients to mortgage brokers as part of her consulting activities. Madison Avenue Securities, LLC provides investment advisory and related services to individual clients, charitable institutions, foundations, trusts, and retirement plans, managing approximately $2.0 billion in assets. The firm offers a variety of account platforms and employs multiple investment strategies, with services delivered by a network of investment adviser representatives.
Mira A
Series 63, Series 65
San Diego, CA
Madison Avenue Securities, LLC
Mira Abas is a financial advisor at Madison Avenue Securities, LLC with 13 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including Transamerica Financial Advisors, Inc. and World Financial Group, Inc. In addition to her advisory role, she serves as an operations manager assistant at Empress Investment Group and provides notary services for client documents. Madison Avenue Securities, LLC provides investment advisory and related services to individual clients, charitable institutions, foundations, trusts, and employer-sponsored retirement plans. The firm manages approximately $2.0 billion in assets and offers a range of portfolio management, financial planning, and consulting services through multiple account platforms and programs.
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