Adam
Tau

Madison Avenue Securities, LLC

CRD#5650371
Investment Advisor
in Jersey City, NJ

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About this Advisor

Adam Tau is a financial advisor based in Jersey City, New Jersey, working with Madison Avenue Securities, LLC. Adam has previously held positions at Nylife Securities LLC, New York Life Insurance Company, North Ridge Securities Corp, Cetera Advisor Networks LLC, North Ridge Wealth Planning LLC, Miller Tau Financial Group, Madison Avenue Securities, LLC, and Dynamic Wealth Strategies, Inc. Adam has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Connecticut and Pennsylvania. Currently, Adam is part of Madison Avenue Securities, LLC, which operates out of Jersey City, New Jersey. 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, Series 66

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

101 Hudson Street, 21St Floor
Jersey City, NJ 07302

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Madison Avenue Securities, LLC Brokerage Details

Total Assets Under Management

$1,824,130,785

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

102

NJ Average: 43
Total Number of Accounts

13,989

NJ Average: 3,727
Average Account Size

$130,398

NJ 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

Adam Tau Work History

2020 - Present (4 years)

Madison Avenue Securities, LLC

2019 - Present (5 years)

Dynamic Wealth Strategies, Inc

2019 - 2020 (1 year)

Cetera Advisor Networks LLC

2019 - 2020 (1 year)

North Ridge Wealth Planning LLC

2016 - 2019 (3 years)

North Ridge Securities Corp

2016 - 2019 (3 years)

Miller Tau Financial Group

2013 - 2015 (2 years)

Nylife Securities LLC

2013 - 2016 (3 years)

New York Life Insurance Company

Disclosures

Please visit the SEC profile of Adam Tau 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

Travis Dixon
El Paso, TX
Jessica Passier
San Diego, CA
John Fazzini
San Diego, CA
Samuel Bonikowsky
San Diego, CA
Patrick Romero
San Diego, CA
Wesley Ford
San Diego, CA
Jay Kramer
San Diego, CA
Marius Anuzis
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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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.

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