Cantonment, FL Office

Team
Updated today
Madison Avenue Securities, LLC logo

Madison Avenue Securities, LLC

Multi-team

Firm-wide stats for Madison Avenue Securities, LLC

Total advisors

93

Across 46 offices

Clients per advisor

151 Very High

Avg AUM per client

$142,909 Very Low

HNW client ratio

4% Very Low

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

Expertise

Annuities College savings (529s, UTMA, etc.)

Based on Madison Avenue Securities, LLC

Occupation focus

Founder/Business Owner

Based on Madison Avenue Securities, LLC

Location

3155 Gateway Lane

Cantonment FL 32533

Advisors at this office

4

Advisors at this office

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Edward N

Series 63, Series 65, Series 66

Cantonment, FL

Madison Avenue Securities, LLC

Edward Nelson is a financial advisor with Madison Avenue Securities, LLC, holding Series 63, 65, and 66 licenses and 21 years of industry experience. His prior roles include positions at OneAmerica Securities and Mercury Alternatives Group LLC. He is also involved in non-variable insurance sales, including fixed life and fixed annuities. Madison Avenue Securities serves individual and high-net-worth clients, offering investment advisory and brokerage services as well as pension consulting, college-savings assistance, and services for charitable institutions. The firm employs a variety of portfolio management approaches through multiple programs and third-party managers.

Annuities College savings (529s, UTMA, etc.) Founder/Business Owner
user avatar

Gregory M

Series 63, Series 65

Cantonment, FL

Madison Avenue Securities, LLC

Gregory Mcbride is a financial advisor at Madison Avenue Securities, LLC with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at notable firms including OneAmerica Securities and American United Life. Outside of his advisory role, he owns a salon and a tent rental business, serves as a chaplain with Marketplace Chaplains USA, and sits on the board of the Fearless Community. 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 organizations. The firm manages approximately $2.0 billion across multiple platforms and employs a range of portfolio management strategies including discretionary and non-discretionary approaches.

Annuities College savings (529s, UTMA, etc.) Founder/Business Owner
user avatar

Nicholas S

Series 63, Series 65

Cantonment, FL

Madison Avenue Securities, LLC

Nicholas Smith is a financial advisor with Madison Avenue Securities, LLC, holding Series 63 and Series 65 licenses and with 11 years of industry experience. His prior roles include positions at OneAmerica Securities, American Heritage Financial, American United Life, Allstate Insurance, and Pekin Insurance. He is also the owner of a property and casualty insurance agency and co-owner of an educational venture. Madison Avenue Securities provides investment advisory and brokerage services primarily to individual and high-net-worth clients, offering a range of portfolio management options and additional services such as pension consulting and college-savings assistance.

Annuities College savings (529s, UTMA, etc.) Founder/Business Owner
user avatar

Craig J

Series 66

Cantonment, FL

Madison Avenue Securities, LLC

Craig Jernigan is a financial advisor with Madison Avenue Securities, LLC, holding a Series 66 designation and 11 years of industry experience. His prior work includes roles at Oneamerica Securities and American United Life, where he spent 12 years, as well as ownership of insurance agencies American Heritage Financial and Craig Jernigan Enterprises. He is also involved in a boat rental business through Clear Horizon Vessel LLC. Madison Avenue Securities serves individual and high-net-worth clients, as well as charitable institutions, foundations, and trusts. The firm offers both discretionary and non-discretionary portfolio management through various advisor-managed models, third-party managers, and model portfolios, employing a diverse range of investment vehicles and strategies.

Annuities College savings (529s, UTMA, etc.) Founder/Business Owner
View complete list of advisors at this office
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