Bloomfield Hills, MI Office
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Madison Avenue Securities, LLC
Multi-team
Firm-wide stats for Madison Avenue Securities, LLC
About
Madison Avenue Securities (MAS) provides investment advisory and brokerage services primarily to individual and high‑net‑worth clients and also offers pension consulting, college‑savings assistance, and services for charitable institutions, foundations, and trusts. The firm reports managing about $2.0 billion for roughly 14,000 clients across 91 advisors, delivering services through multiple wrap programs, an AE Wealth Management sub‑adviser option, Envestnet portfolios, and direct third‑party manager relationships.
MAS offers both discretionary and non‑discretionary portfolio management and works with clients through advisor‑managed models, third‑party managers, and model portfolios; advisors typically gather client goals and risk tolerance, then implement strategic, tactical, or style‑based allocations using stocks, bonds, mutual funds, ETFs, and alternative vehicles. Individual investment adviser representatives (IARs) are often granted discretion to trade on client accounts, may set fees within firm‑prescribed ranges, and may provide financial planning or one‑time consulting in addition to ongoing asset management.
The firm’s brochure highlights several features that differentiate it from many enterprise advisers: MAS is dually registered and conducts broker‑dealer activity, discloses that it and its IARs receive commissions and insurance‑sales compensation in addition to advisory fees, and maintains affiliated insurance marketing organizations and related entities; these arrangements (including described revenue‑sharing and custodian sweep practices) are identified as potential conflicts of interest. MAS also uses multiple custodial/platform relationships (Pershing for several wrap programs; Schwab/Fidelity for AEWM/Envestnet) and discloses recent regulatory enforcement actions in its filing, details prospective clients may wish to review.
Based on Madison Avenue Securities, LLC
Location
6001 North Adams Road, Suite 135
Bloomfield Hills MI 48304
Advisors at this office
3
Advisors at this office
Mitchell B
CFP®, Series 63, Series 65
Bloomfield Hills, MI
Madison Avenue Securities, LLC
Mitchell Bonnett is a CFP® with 38 years of industry experience, currently serving at Madison Avenue Securities, LLC since 2022. His prior roles include positions at Cambridge Investment Research Advisors and LPL Financial, where he worked for over two decades. Outside of his advisory work, he is a vice president and co-owner of Wealth Creation Strategies Inc. and serves as class treasurer for the West Point Class of 1965. Madison Avenue Securities, LLC provides investment advisory and related services to individuals, 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 and consulting services through multiple account platforms.
Sharon V
Series 63, Series 66
Bloomfield Hills, MI
Madison Avenue Securities, LLC
Sharon Viano is a financial advisor at Madison Avenue Securities, LLC with 36 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at firms including Cambridge Investment Research Advisors and Linsco Private Ledger Corp. Outside of her advisory work, she is a co-owner and vice president of Wealth Creation Strategies Inc. and serves as a trustee for ProBiomechanics, a nonprofit that funds scholarships for engineering students. Madison Avenue Securities provides investment advisory and related services to individual clients, 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.
Matthew F
Series 66
Bloomfield Hills, MI
Madison Avenue Securities, LLC
Matthew Ferri is a financial advisor with Madison Avenue Securities, LLC, holding a Series 66 designation and four years of industry experience. Prior to joining Madison Avenue Securities in 2022, he has been managing the Law Office of Matthew A. Ferri, PLLC as the managing attorney since 2008. He serves as co-trustee for the Karen S Ferri Living Trust and as conservator and trustee for various estates and trusts. Madison Avenue Securities provides investment advisory and brokerage services primarily to individual and high-net-worth clients, as well as pension consulting, college-savings assistance, and services for charitable institutions, foundations, and trusts. The firm manages approximately $2.0 billion for about 14,000 clients through multiple investment platforms and offers both discretionary and non-discretionary portfolio management.
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