Angela
Sloan

Madison Avenue Securities, LLC

CRD#1578733
Investment Advisor
in Clover, SC

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About this Advisor

Angela Sloan is a financial advisor based in Clover, South Carolina, working with Madison Avenue Securities, LLC. Angela has previously held positions at Metrolina Tax Service and Madison Avenue Securities, Inc. Angela has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in South Carolina and Texas. Currently, Angela is part of Madison Avenue Securities, LLC, which operates out of Clover, South Carolina. 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 65

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

1474 Highway 55 East Suite 500
Clover, SC 29710

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Madison Avenue Securities, LLC Brokerage Details

Total Assets Under Management

$1,824,130,785

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

102

SC Average: 43
Total Number of Accounts

13,989

SC Average: 3,727
Average Account Size

$130,398

SC 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

Angela Sloan Work History

2006 - Present (18 years)

Madison Avenue Securities, Inc

1989 - Present (35 years)

Metrolina Tax Service

Disclosures

Please visit the SEC profile of Angela Sloan 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

Samuel Bonikowsky
San Diego, CA
Patrick Romero
San Diego, CA
John Fazzini
San Diego, CA
Travis Dixon
El Paso, TX
Jessica Passier
San Diego, CA
Wesley Ford
San Diego, CA
Adam Tau
Jersey City, NJ
Michael Bono
Clover, SC

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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