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San Diego, CA Evening Creek Dr N. Office

Team
Updated today

Client AUM

$2,012,733,432

Clients

14,084

Advisors

17

Of 94 advisors across 47 offices

Location

13500 Evening Creek Dr N., Suite 550

San Diego CA 92128

Advisors at this office

17

Advisors at this office

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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, holding Series 63 and Series 65 credentials and 17 years of industry experience. She has served at Madison Avenue Securities since 2016 and has been a registered sales assistant with Empress Investment Group since 2024. Madison Avenue Securities provides investment advisory and brokerage services primarily to individual and high-net-worth clients, offering a range of portfolio management options that include discretionary and non-discretionary strategies using various asset classes. The firm also serves pension plans, charitable institutions, and trusts, managing approximately $2.0 billion for about 14,000 clients through multiple advisory platforms.

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

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

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

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

Annuities College savings (529s, UTMA, etc.) Founder/Business Owner
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Jessica P

Series 66, Series 65

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 from 2014 to 2018 before joining Madison Avenue Securities in 2018. Outside of her advisory role, she works part-time as a server and bartender for an event service company. 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 around 14,000 clients through multiple advisory models that include discretionary and non-discretionary portfolio management.

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

Annuities College savings (529s, UTMA, etc.) Founder/Business Owner
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Martin M

Series 63, Series 65

San Diego, CA

Madison Avenue Securities, LLC

Martin Mcnees is a financial advisor with Madison Avenue Securities, LLC in San Diego, CA, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. He has been with Madison Avenue Securities since 2005. Outside of his advisory role, he serves as president of AE Financial Services, a broker-dealer based in Topeka, KS. 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 its network of investment adviser representatives.

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

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

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

Annuities College savings (529s, UTMA, etc.) Founder/Business Owner
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Rory M

Series 65, Series 63

San Diego, CA

Madison Avenue Securities, LLC

Rory Miller II is a financial advisor at Madison Avenue Securities, LLC with 11 years of industry experience. He holds Series 65 and Series 63 licenses and has worked at Madison Avenue Securities since 2026, following nine years at LPL Financial and earlier roles at National Planning Corporation and BOFI Federal Bank. 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 around 14,000 clients through multiple wrap programs, third-party managers, and advisor-managed models.

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

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

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

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