Madison Avenue Securities, LLC
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About this Advisor
Stephen Kwan is a certified financial planner whose office is in San Diego, California. Currently a registered advisor at Madison Avenue Securities, LLC, they have gathered 17 years of work experience. Kwan maintains Series 63 and Series 65 licenses, certifying the advisor as both a securities agent and an investment advisor representative. Kwan can work with clients based out of Texas. Their career trajectory has included roles at Insight Wealth Management, Madison Avenue Securities, Inc, Madison Avenue Advisors, Inc, Chandler Financial Group, Inc and Stephen Y. Kwan, Cpa. Madison Avenue Securities, LLC is based out of San Diego, California, and operates out of 69 additional brick-and-mortar locations throughout the United States. In total, Madison Avenue Securities, LLC manages $785 million in assets across 5,938 accounts and employs more than 106 people. The amount of assets the firm manages makes it one of the bigger investment advisory 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 advisor firm's 5,938 clients are deemed high-net-worth individuals, who are defined as investors who have greater than $1 million in capital. Madison Avenue Securities, LLC provides 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
Years of Experience
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Madison Avenue Securities, LLC Brokerage Details
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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
Stephen Kwan Work History
Stephen has 17 years of experience.
Chandler Financial Group, Inc
Madison Avenue Securities, Inc
Madison Avenue Securities, Inc
Madison Avenue Advisors, Inc
Stephen Y. Kwan, Cpa
Insight Wealth Management
Stephen Kwan has no disclosures.
Please visit their SEC profile for more details.