Braden
Botkin

Madison Avenue Securities, LLC

CRD#5480398
Investment Advisor
in San Diego, CA
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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

Series 63, Series 65, Certified Financial Planner, Chartered Financial Analyst

Years of Experience

15 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Disclosures

No

Office Location

3655 Nobel Drive Suite 270
San Diego, CA 92122

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Madison Avenue Securities, LLC Brokerage Details

Total Assets Under Management

$784,724,266

CA Average: $7,578,581,321
Total Number of Employees

106

CA Average: 43
Total Number of Accounts

5,938

CA Average: 3,727
Average Account Size

$132,153

CA Average: $2,033,427

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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.

2009 - Present (10 years)

Madison Avenue Securities, Inc

2008 - 2009 (1 years)

Madison Avenue Advisors, Inc

2008 - Present (11 years)

Madison Avenue Securities, Inc

2003 - Present (16 years)

Preservation Financial And Insurance Service, Inc

Disclosures

Braden Botkin has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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