Dennis
Cirbo

Madison Avenue Securities, LLC

CRD#733633
Investment Advisor
in San Diego, CA
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About this Advisor

Dennis Cirbo is an advisor whose office is in San Diego, California. Currently an investment advisor with Madison Avenue Securities, LLC, they have accumulated an impressive 38 years of work experience in the financial advisory industry. Cirbo holds a Series 63 license, which qualifies the advisor as a securities broker. Cirbo is registered to work with investors based out of Arizona, Colorado, North Carolina and Georgia. Throughout their career, Cirbo has worked at State Mutual Life, Proequities, Inc and Madison Avenue Securities, Inc. Madison Avenue Securities, LLC is based out of San Diego, California, and operates out of 69 other offices in the United States. As a company, Madison Avenue Securities, LLC oversees $785 million in assets throughout 5,938 client accounts and employs more than 106 people. The level of assets currently under the firm's management makes it one of the bigger firms in the United States. The firm manages 1,496 accounts on a discretionary basis, meaning the advisor makes all of the buying and selling decisions on the client's behalf. None of the firm's 5,938 clients are considered high-net-worth individuals, who are defined as investors who have greater than $1 million in assets. Madison Avenue Securities, LLC offers 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, Chartered Financial Consultant

Years of Experience

38 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

Yes

Office Location

15050 Avenue Of Science Suite 150
San Diego, CA 92128

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Madison Avenue Securities, LLC Brokerage Details

Total Assets Under Management

$894,092,673

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

100

CA Average: 43
Total Number of Accounts

6,339

CA Average: 3,727
Average Account Size

$141,046

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

Dennis Cirbo Work History

Dennis has 38 years of experience.

2011 - Present (8 years)

Madison Avenue Securities, Inc

1980 - Present (39 years)

State Mutual Life

1999 - 2011 (12 years)

Proequities, Inc

Disclosures

Dennis Cirbo has disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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