Todd
Labellman

Madison Avenue Securities, LLC

CRD#6281622
Investment Advisor
in San Diego, CA

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Todd Labellman is a financial advisor working in San Diego, California with a total of 7 years of industry experience. Labellman is currently employed by Madison Avenue Securities, LLC. Over the course of their career, Labellman has held roles at Planmember Securities Corporation, Blue House Financial Inc, Labelle Fur Co, Restyle Your Fur, Bencor, Us Employees Benefits Services Group LLC, Madison Avenue Securities, LLC and Anders & Anders Financial Group, Inc. Labellman has Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is approved to serve investors in Florida. Madison Avenue Securities, LLC is a company based in San Diego, CA. The company has offices in 58 locations and a total of 99 people on staff. It oversees $2 billion in assets under management between its 13,595 accounts, making it one of the biggest financial advisory firms in the country by assets under management. The advisory firm performs a number 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. Fees charged by financial advisors typically vary depending on which services the firm provides the client. Fee types charged by Madison Avenue Securities, LLC can consist of some blend of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

7 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

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

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

Todd Labellman Work History

Todd has been registered as a financial advisor for 7 years.*

2016 - Present (8 years)

Madison Avenue Securities, LLC

2016 - Present (8 years)

Anders & Anders Financial Group, Inc

2002 - Present (22 years)

Labelle Fur Co

2015 - 2016 (1 year)

Us Employees Benefits Services Group LLC

2014 - 2016 (2 years)

Planmember Securities Corporation

2014 - 2016 (2 years)

Blue House Financial Inc

2014 - 2016 (2 years)

Bencor

2002 - 2013 (11 years)

Restyle Your Fur

*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 Todd Labellman 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
Shelly Maas
San Diego, CA
John Fazzini
San Diego, CA
Brian Carden
San Diego, CA
Jeremy Lanteigne
Indianapolis, IN
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.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

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.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started