Adam
Tau
Madison Avenue Securities, LLC
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About this Advisor
Adam Tau is a financial advisor who works out of Jersey City, New Jersey with a total of 3 years of industry experience. Tau is on the advisory team at Madison Avenue Securities, LLC. Over the course of their career, Tau has held roles at Nylife Securities LLC, New York Life Insurance Company, North Ridge Securities Corp, Cetera Advisor Networks LLC, North Ridge Wealth Planning LLC, Miller Tau Financial Group, Madison Avenue Securities, LLC and Dynamic Wealth Strategies, Inc. Tau holds Series 63 and Series 66 licenses, designating them as a securities agent, and is able to advise clients in Connecticut and Pennsylvania. Madison Avenue Securities, LLC is a registered investment business operating out of San Diego, CA. It has offices in 58 locations and a total of 99 financial advisors. It oversees $2 billion in assets among its 13,595 client accounts, making it one of the largest financial advisory firms in the country by assets under management. Madison Avenue Securities, LLC performs a broad range of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Fees charged by financial advisors typically are based on which services the firm provides the client. Fee types billed by Madison Avenue Securities, LLC can consist of asset-based, hourly, fixed and commission-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Madison Avenue Securities, LLC Brokerage Details
$1,620,719,674
99
13,595
$119,214
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
Adam Tau Work History
Adam has been registered as a financial advisor for 3 years.*
Madison Avenue Securities, LLC
Dynamic Wealth Strategies, Inc
Cetera Advisor Networks LLC
North Ridge Wealth Planning LLC
North Ridge Securities Corp
Miller Tau Financial Group
Nylife Securities LLC
New York Life Insurance Company
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Adam Tau to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Madison Avenue Securities, LLC
San Diego, CA
San Diego, CA
Jersey City, NJ
Indianapolis, IN
San Diego, CA
Greenville, SC
San Diego, CA
San Diego, CA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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