Adam
Tau
Madison Avenue Securities, LLC
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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
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
Adam Tau Work History
Madison Avenue Securities, LLC
Dynamic Wealth Strategies, Inc
Cetera Advisor Networks LLC
North Ridge Wealth Planning LLC
North Ridge Securities Corp
Miller Tau Financial Group
Nylife Securities LLC
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.
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