Robert
Fagan

Madison Avenue Securities, LLC

CRD#1572927
Investment Advisor
in San Diego, CA
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About this Advisor

Robert Fagan is a chartered financial consultant who works out of San Diego, California, who has been in the advisory business for 13 years. Fagan is an advisor for Madison Avenue Securities, LLC. During their career, the advisor has held roles at Madison Avenue Securities, Inc, Madison Avenue Advisors, Inc, Fagan Financial Group and Proactive Tax Systems LLC. Fagan maintains a Series 63 license, designating them as a securities broker, and is registered to advise clients in California, New Jersey and Nevada. Madison Avenue Securities, LLC is a registered investment business operating in San Diego, California. The firm has offices in 69 locations and a total of 106 financial advisors. It manages $785 million in assets under management among its 5,938 client accounts, placing it among the larger financial advisory firms in the nation by assets under management. Madison Avenue Securities, LLC performs a diverse range of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. Fees charged by financial advisors largely depend on the services. Fee types charged by Madison Avenue Securities, LLC may include asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Chartered Financial Consultant

Years of Experience

13 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

No

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

Robert Fagan Work History

Robert has 13 years of experience.

2010 - Present (9 years)

Proactive Tax Systems LLC

2009 - Present (10 years)

Madison Avenue Securities, Inc

2006 - Present (13 years)

Madison Avenue Securities, Inc

2006 - 2009 (3 years)

Madison Avenue Advisors, Inc

2005 - Present (14 years)

Fagan Financial Group

Disclosures

Robert Fagan has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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