Marius
Anuzis

Madison Avenue Securities, LLC

CRD#6873152
Investment Advisor
in San Diego, CA

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About this Advisor

Marius Anuzis is a financial advisor based in San Diego, California, working with Madison Avenue Securities, LLC. Marius has previously held positions at Merrill Lynch, Pierce, Fenner & Smith Inc, Coast To Coast Strategies, Michigan State University, Extended Travel, Primerica, Inc, Bank Of America, N.A, Madison Avenue Securities, LLC, Stokes Wealth, and Quicken Loans. Marius has passed the Series 66 regulatory exam and is registered to provide services in the District of Columbia and Florida. Currently, Marius is part of Madison Avenue Securities, LLC, which operates out of San Diego, California. The firm has 58 offices and 102 employees. The firm manages assets totaling $1.8 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, and selection of other advisers. The fee structure at Madison Avenue Securities, LLC includes asset-based, hourly, fixed, and commission-based fees.

Certifications and Registrations

Series 66

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Office Location

13500 Evening Creek Dr N #555
San Diego, CA 92128

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Madison Avenue Securities, LLC Brokerage Details

Total Assets Under Management

$1,824,130,785

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

102

CA Average: 43
Total Number of Accounts

13,989

CA Average: 3,727
Average Account Size

$130,398

CA Average: $2,033,427

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

Marius Anuzis Work History

2020 - Present (4 years)

Madison Avenue Securities, LLC

2020 - Present (4 years)

Stokes Wealth

2018 - 2020 (2 years)

Bank Of America, N.A

2017 - 2020 (3 years)

Merrill Lynch, Pierce, Fenner & Smith Inc

2017 - 2017 (< 1 year)

Extended Travel

2017 - 2017 (< 1 year)

Primerica, Inc

2016 - 2016 (< 1 year)

Quicken Loans

2013 - 2015 (2 years)

Coast To Coast Strategies

2013 - 2017 (4 years)

Michigan State University

Disclosures

Please visit the SEC profile of Marius Anuzis 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

Samuel Bonikowsky
San Diego, CA
Patrick Romero
San Diego, CA
John Fazzini
San Diego, CA
Travis Dixon
El Paso, TX
Jessica Passier
San Diego, CA
Wesley Ford
San Diego, CA
Rick O'Neal
Olathe, KS
Kenneth Loebel
San Diego, CA

The content in this profile was updated by SmartAsset on 6/19/2024. 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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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