Paul
Schrette
Madison Avenue Securities, LLC
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About this Advisor
Paul Schrette is a financial advisor based in Coeur D Alene, Idaho, working with Madison Avenue Securities, LLC. Paul has previously held positions at Schrette & Lee Wealth Management (Dba), Sklf, LLC, and Madison Avenue Securities, Inc. Paul has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Idaho. Currently, Paul is part of Madison Avenue Securities, LLC, which operates out of Coeur D Alene, Idaho. The firm has 58 offices and 102 employees. The firm manages assets totaling $1.8 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, and selection of other advisers. The fee structure at Madison Avenue Securities, LLC includes asset-based, hourly, fixed, and commission-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Madison Avenue Securities, LLC Brokerage Details
$1,824,130,785
102
13,989
$130,398
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
Paul Schrette Work History
Madison Avenue Securities, Inc
Sklf, LLC
Schrette & Lee Wealth Management (Dba)
Disclosures
Please visit the SEC profile of Paul Schrette to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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