Madison
Trout
Mariner Independent
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About this Advisor
Madison Trout is a financial advisor based in Warrenton, Virginia, working with Mariner Independent. Madison has previously held positions at Adviceperiod, LLC, Nelson Financial Partners, LLC, Fauquier Springs Country Club, James Madison University, Mariner Platform Solutions, and Nelson Wealth Management, LLC. Madison has passed the Series 65 regulatory exam and is registered to provide services in North Carolina and Virginia. Currently, Madison is part of Mariner Independent, which operates out of Warrenton, Virginia. The firm has 33 offices and 102 employees. The firm manages assets totaling $4.3 billion and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, and pension consulting services. The fee structure at Mariner Independent includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Mariner Independent Brokerage Details
$4,345,628,317
102
8,802
$493,709
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
Madison Trout Work History
Mariner Platform Solutions
Nelson Wealth Management, LLC
Adviceperiod, LLC
Fauquier Springs Country Club
Fauquier Springs Country Club
Fauquier Springs Country Club
Nelson Financial Partners, LLC
Fauquier Springs Country Club
James Madison University
Fauquier Springs Country Club
Disclosures
Please visit the SEC profile of Madison Trout 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 Mariner Independent
Los Angeles, CA
Los Angeles, CA
Warrenton, VA
Palos Verdes Peninsula, CA
Ramsey, NJ
Annapolis, MD
Brookline, MA
Newport Beach, CA
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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