David
Robichaud

Madison Avenue Securities, LLC

CRD#2733832
Investment Advisor
in Bedford, NH

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About this Advisor

David Robichaud is a financial advisor based in Bedford, New Hampshire, working with Madison Avenue Securities, LLC. David has previously held positions at The O.N. Equity Sales Company, Ohio National Financial Services, Madison Avenue Securities, LLC, Aewealth Management, LLC, Dgr Financial Group, LLC, and High Point Capital Wealth. David has passed the Series 63 regulatory exam and is registered to provide services in New Hampshire. Currently, David is part of Madison Avenue Securities, LLC, which operates out of Bedford, New Hampshire. 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

Series 63, Chartered Financial Consultant

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

264 S. River Rd, Suite 448
Bedford, NH 03110

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Madison Avenue Securities, LLC Brokerage Details

Total Assets Under Management

$1,824,130,785

NH Average: $7,578,581,321
Total Number of Employees

102

NH Average: 43
Total Number of Accounts

13,989

NH Average: 3,727
Average Account Size

$130,398

NH 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

David Robichaud Work History

2020 - Present (4 years)

Madison Avenue Securities, LLC

2020 - Present (4 years)

High Point Capital Wealth

2005 - Present (19 years)

Dgr Financial Group, LLC

2020 - 2021 (1 year)

Aewealth Management, LLC

2008 - 2020 (12 years)

The O.N. Equity Sales Company

2008 - 2020 (12 years)

Ohio National Financial Services

Disclosures

Please visit the SEC profile of David Robichaud 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

John Fazzini
San Diego, CA
Samuel Bonikowsky
San Diego, CA
Patrick Romero
San Diego, CA
Jessica Passier
San Diego, CA
Wesley Ford
San Diego, CA
Travis Dixon
El Paso, TX
Wesley Palmer
Greenville, SC
Christine Diruscio
San Diego, CA

The content in this profile was updated by SmartAsset on 6/19/2024. 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.

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