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 who works in Hauppauge, New York with 4 years of industry experience. Gerdes is on the advisory team at Madison Global Advisors LLC. Over the course of their career, they have held roles at Trident Partners LTD, Madison Global Partners LLC, Madison Global Advisors LLC, Gilford Securities and East Shore Partners, Inc. Gerdes maintains Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is registered to advise clients in Florida, New Jersey and New York. Madison Global Advisors LLC is an advisory company operating out of Hauppauge, NY. It handles $47 million in assets under management across its 163 customer accounts, making it one of the smaller firms in the country by assets under management. Of its 163 client accounts, 23% are associated with high-net-worth clients who have at least $1 million in assets. Madison Global Advisors LLC provides a few services, including financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Financial management fee schedules usually are based on which services the firm provides the client. However, fee types billed by Madison Global Advisors LLC can be comprised of some blend of asset-based and other fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

4 years

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

$47,040,000

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

$288,589

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

Anton has been registered as a financial advisor for 4 years.*

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

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

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
Anton Gerdes
Hauppauge, NY
David Kaplan
Hauppauge, NY

The content in this profile was updated by SmartAsset on 4/16/2023. 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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