Michael
Mader

United Capital Financial Advisors

CRD#2408935
Investment Advisor
in Fort Lauderdale, FL

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About this Advisor

Michael Mader is a financial advisor based in Fort Lauderdale, Florida, working with United Capital Financial Advisors. Michael has previously held positions at Cambridge Investment Research, Inc, Cambridge Investment Research Advisors, Inc, United Capital Financial Advisors, LLC, Cetera Advisor Networks, and Transamerica Financial Advisors, Inc. Michael has passed the Series 63 regulatory exam and is registered to provide services in Florida. Currently, Michael is part of United Capital Financial Advisors, which operates out of Fort Lauderdale, Florida. The firm has 47 offices and 288 employees. The firm manages assets totaling $17.7 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters, educational seminars, and other services. The fee structure at United Capital Financial Advisors includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 63

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, Publication of periodicals or newsletters, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

450 E Las Olas Blvd Ste 1550
Fort Lauderdale, FL 33301

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United Capital Financial Advisors Brokerage Details

Total Assets Under Management

$17,693,379,042

FL Average: $3,042,739,679
Total Number of Employees

288

FL Average: 49
Total Number of Accounts

49,991

FL Average: 2,315
Average Account Size

$353,931

FL Average: $1,314,358

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
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
  • Other

Michael Mader Work History

2018 - Present (6 years)

United Capital Financial Advisors, LLC

2018 - 2020 (2 years)

Cetera Advisor Networks

2016 - 2018 (2 years)

Cambridge Investment Research, Inc

2016 - 2018 (2 years)

Cambridge Investment Research Advisors, Inc

2009 - 2016 (7 years)

Transamerica Financial Advisors, Inc

Disclosures

Please visit the SEC profile of Michael Mader 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 United Capital Financial Advisors

Heather Ankstitus
Holyoke, MA
Reid Guthrie
Spring, TX
Angela Perez
Irving, TX
James Olmore
Carlsbad, CA
Rachel Hall
Rockford, IL
Harrison Powell
Indianapolis, IN
Chloe Berentsen
Scottsdale, AZ
Gregory Abell
Fort Lauderdale, FL

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