Meagan
Phelps

Madison Avenue Securities, LLC

CRD#4064499
Investment Advisor
in Los Angeles, CA
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About this Advisor

Meagan Phelps is a certified financial planner whose office is in Los Angeles, California. Currently a registered investment advisor at Madison Avenue Securities, LLC, they have accumulated 15 years of practice in the financial advisory industry. Phelps maintains Series 63 and Series 65 licenses, which qualify the advisor as both a securities agent and an investment advisor representative. Phelps can act as a financial advisor in Arizona, California, Kansas, Missouri, Washington, Texas, Washington, D.C., Florida, Georgia, Indiana and Nevada. During their career, the advisor has held roles at Syndicated Capital Inc, Madison Avenue Securities, Inc, Empress Investment Group and Empress Tax Solutions, LLC Dba Westside Tax Solutions. Madison Avenue Securities, LLC is headquartered in Los Angeles, California, and operates out of 69 other brick-and-mortar locations in the United States. Overall, Madison Avenue Securities, LLC manages $785 million in assets across 5,938 client accounts and retains more than 106 people. The amount of assets the firm manages makes it one of the larger investment advisory firms in the nation. The firm manages 1,496 accounts on a discretionary basis, in which the advisor makes investment decisions at their discretion. None of the investment firm's 5,938 clients are regarded as high-net-worth individuals, who are defined as investors who have greater than $1 million in capital. 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 may charge clients asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 65, Certified Financial Planner

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

Yes

Office Location

321 N. Larchmont Blvd, Suite 800
Los Angeles, CA 90004

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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

Meagan Phelps Work History

Meagan has 15 years of experience.

2012 - Present (7 years)

Empress Tax Solutions, LLC Dba Westside Tax Solutions

2009 - Present (10 years)

Madison Avenue Securities, Inc

2009 - Present (10 years)

Empress Investment Group

2003 - 2009 (6 years)

Syndicated Capital Inc

Disclosures

Meagan Phelps has disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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