Madison Avenue Securities, LLC
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About this Advisor
Braden Botkin is a certified financial planner and chartered financial analyst based in San Diego, California. Currently an advisor at Madison Avenue Securities, LLC, they have accrued 15 years of practice as an investment advisor. Botkin has Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative. Botkin can operate based out of California, Hawaii, Ohio, Florida and Nevada. Over the course of their career, they have held roles at Madison Avenue Advisors, Inc, Preservation Financial And Insurance Service, Inc and Madison Avenue Securities, Inc. Madison Avenue Securities, LLC is based out of San Diego, California, and has 69 locations throughout the country. As an advisor firm, Madison Avenue Securities, LLC manages $785 million in assets across 5,938 accounts and employs more than 106 people. The amount of assets the firm manages places it among the larger financial advisory firms in the country. The firm manages 1,496 accounts on a discretionary basis, in which the advisor has the authority to make all investment decisions. None of the advisory firm's 5,938 clients are regarded as high-net-worth individuals, who are defined as investors who have more than $1 million in investable assets. Madison Avenue Securities, LLC can provide financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. The firm's fees may include asset-based, hourly, fixed and commission-based fees.
Certifications and Registrations
Years of Experience
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Madison Avenue Securities, LLC Brokerage Details
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Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
Braden Botkin Work History
Braden has 15 years of experience.
Madison Avenue Securities, Inc
Madison Avenue Securities, Inc
Preservation Financial And Insurance Service, Inc
Madison Avenue Advisors, Inc
Braden Botkin has no disclosures.
Please visit their SEC profile for more details.