Richard
Gopin

Madison Avenue Securities, LLC

CRD#2027499
Investment Advisor
in San Diego, CA

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About this Advisor

Richard Gopin is a certified financial planner operating in San Diego, California with a total of 14 years of industry experience. Gopin is an advisor for Madison Avenue Securities, LLC. Over the course of their career, Gopin has held roles at Madison Avenue Securities, Inc and Concordia Financial Group, Inc. Gopin holds a Series 63 license, which qualifies them as a securities agent, and is able to serve investors in New Jersey. Madison Avenue Securities, LLC is a financial advisory firm headquartered in San Diego, CA. The firm has offices in 58 locations and a total of 99 people on staff. It controls $2 billion in assets across its 13,595 accounts, placing it among the biggest firms in the country by assets under management. Madison Avenue Securities, LLC has a wide assortment of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Financial advisory fees largely vary depending on which service is provided. Fees billed by Madison Avenue Securities, LLC likely consist of some blend of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, CERTIFIED FINANCIAL PLANNER™

Years Registered*

14 years

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

$1,620,719,674

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

99

CA Average: 43
Total Number of Accounts

13,595

CA Average: 3,727
Average Account Size

$119,214

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

Richard Gopin Work History

Richard has been registered as a financial advisor for 14 years.*

2009 - Present (15 years)

Madison Avenue Securities, Inc

2005 - Present (19 years)

Madison Avenue Securities, Inc

2004 - Present (20 years)

Concordia Financial Group, Inc

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Richard Gopin 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

Adam Tau
Jersey City, NJ
Patrick Romero
San Diego, CA
Christine Diruscio
San Diego, CA
John Fazzini
San Diego, CA
Brian Carden
San Diego, CA
Jeremy Lanteigne
Indianapolis, IN
Shelly Maas
San Diego, CA
Daniel Zakes
Greenville, SC

The content in this profile was updated by SmartAsset on 4/16/2023. 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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