Anton
Gerdes

Madison Global Advisors LLC

CRD#1010083
Investment Advisor
in Hauppauge, NY

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About this Advisor

Anton Gerdes is a financial advisor based in Hauppauge, New York, working with Madison Global Advisors LLC. Anton has previously held positions at Trident Partners LTD, Madison Global Partners LLC, Madison Global Advisors LLC, Gilford Securities, and East Shore Partners, Inc. Anton has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Florida, New Jersey, and New York. Currently, Anton is part of Madison Global Advisors LLC, which operates out of Hauppauge, New York. The firm has 5 employees and manages assets totaling $55.4 million. The firm serves high-net-worth clients and offers services including financial planning services, portfolio management for individuals and small businesses, and the selection of other advisers. The fee structure at Madison Global Advisors LLC includes asset-based and other fees.

Certifications and Registrations

Series 63, Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers

Fee Structure

Percentage of Assets, Others

Office Location

350 Motor Parkway Suite 205
Hauppauge, NY 11788

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Madison Global Advisors LLC Brokerage Details

Total Assets Under Management

$55,400,000

NY Average: $7,464,549,021
Total Number of Employees

5

NY Average: 88
Total Number of Accounts

163

NY Average: 3,892
Average Account Size

$339,877

NY Average: $1,917,921

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers

Anton Gerdes Work History

2018 - Present (6 years)

Madison Global Advisors LLC

2017 - Present (7 years)

Madison Global Partners LLC

2015 - 2017 (2 years)

Trident Partners LTD

2014 - 2015 (1 year)

Gilford Securities

1991 - 2014 (23 years)

East Shore Partners, Inc

Disclosures

Please visit the SEC profile of Anton Gerdes 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 Global Advisors LLC

Brian Rockowitz
Hauppauge, NY
John Cierski
Hauppauge, NY
Alan Sasserath
Hauppauge, NY
Anton Gerdes
Hauppauge, NY
David Kaplan
Hauppauge, NY

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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