William
Madden

Allstate Financial Advisors, LLC

CRD#4018627
Investment Advisor
in Berkeley Heights, NJ

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About this Advisor

William Madden is a financial advisor based in Berkeley Heights, New Jersey, working with Allstate Financial Advisors, LLC. William has previously held positions at Penn Mutual, Guardian Life Insurance Co Of America, Park Avenue Securities LLC, Allstate Insurance Co, Wdm Financial, LLC, and First Tee Of Raritan Valley. William has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in New Jersey. Currently, William is part of Allstate Financial Advisors, LLC, which operates out of Berkeley Heights, New Jersey. The firm has 39 offices and 350 employees. The firm manages assets totaling $62.1 million and offers services including the selection of other advisers. The fee structure at Allstate Financial Advisors, LLC includes other fees.

Certifications and Registrations

Series 63, Series 65, CERTIFIED FINANCIAL PLANNER™

Services Offered

Selection of other advisers

Fee Structure

Others

Office Location

302 Springfield Ave
Berkeley Heights, NJ 07922-1240

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Allstate Financial Advisors, LLC Brokerage Details

Total Assets Under Management

$62,134,830

NJ Average: $1,978,216,465
Total Number of Employees

350

NJ Average: 226
Total Number of Accounts

189

NJ Average: 7,467
Average Account Size

$328,756

NJ Average: $264,928

Investment Advisory Services

  • Selection of other advisers

William Madden Work History

2022 - Present (2 years)

Wdm Financial, LLC

2018 - Present (6 years)

First Tee Of Raritan Valley

2015 - Present (9 years)

Allstate Insurance Co

2012 - 2015 (3 years)

Guardian Life Insurance Co Of America

2012 - 2015 (3 years)

Park Avenue Securities LLC

2005 - 2015 (10 years)

Penn Mutual

Disclosures

Please visit the SEC profile of William Madden 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 Allstate Financial Advisors, LLC

Trish Le
Burlingame, CA
James Makal
Bloomsburg, PA
Joseph Volpi
Nashville, TN
Kevin Klipp
Jacksonville, FL
Suzanne Nitzberg
Roslyn, NY
Marlen Osadchy
Brooklyn, NY
Travis Work
Omaha, NE
Patrick Hamilton
Mount Prospect, IL

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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