George
Arocha

Madison Avenue Securities, LLC

CRD#729456
Investment Advisor
in San Diego, CA
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About this Advisor

George Arocha is a certified financial planner and chartered financial consultant in San Diego, California. Currently a registered financial advisor at Madison Avenue Securities, LLC, Arocha has 12 years of professional experience. Arocha holds Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative. Arocha is able to act as a financial advisor based out of Illinois and Indiana. Their career trajectory has included roles at Madison Avenue Securities, Inc, Madison Avenue Advisors, Inc and Ga Financial Advisors, Inc. Madison Avenue Securities, LLC is based out of San Diego, California, and operates out of 69 additional brick-and-mortar locations in the country. As a company, Madison Avenue Securities, LLC manages $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 places it among the larger firms in the country. The firm manages 1,496 accounts on a discretionary basis, meaning the advisor has the authority to make all investment decisions. None of the investment firm's 5,938 clients are regarded as high-net-worth individuals, who are defined as investors who have more than $1 million in assets. Madison Avenue Securities, LLC can offer 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 Consultant

Years of Experience

12 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

$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

George Arocha Work History

George has 12 years of experience.

2009 - Present (10 years)

Madison Avenue Securities, Inc

2006 - Present (13 years)

Madison Avenue Securities, Inc

2006 - 2009 (3 years)

Madison Avenue Advisors, Inc

2006 - Present (13 years)

Ga Financial Advisors, Inc

Disclosures

George Arocha has disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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