# MADISON ADVISORY SERVICES, INC.

MADISON ADVISORY SERVICES, INC. of WHITE PLAINS, NY is an SEC-registered investment adviser.

## Registration

- CRD: 132386
- Type: SEC-registered investment adviser
- SEC file number: 801-106492
- Location: 10 NEW KING ST, SUITE 104, WHITE PLAINS, NY, 10604
- Phone: 914-328-8558
- Latest filing: 2026-04-03
- Regulatory AUM: $509.7M
- Discretionary AUM: $509.7M
- Clients: 16
- Accounts: 2,229

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth, Charities

## Officers, owners & control persons (10)

| Name | Role | Location |
| --- | --- | --- |
| Schwartz David | CHIEF OPERATING OFFICER; MEMBER | Newton, MA |
| Schwartz S Robert | MEMBER; PRESIDENT, CHIEF COMPLIANCE OFFICER | Minnetonka, MN |
| Gary Robert Schwartz | MEMBER; PRESIDENT, CHIEF COMPLIANCE OFFICER | — |
| Dean Eric Mcbeth | CHIEF FINANCIAL OFFICER | — |
| Benjamin David Schwartz | CHIEF OPERATING OFFICER; MEMBER | — |
| Andrew Joseph Federico | CHIEF INVESTMENT OFFICER; MEMBER | — |
| Andrew Michael Schwartz | MEMBER | — |
| SCHWARTZ CARY MICHAEL | MEMBER | — |
| MCBETH DEAN ERIC | CHIEF FINANCIAL OFFICER; CHIEF OPERATING OFFICER | — |
| FEDERICO ANDREW JOSEPH | CHIEF INVESTMENT OFFICER; DIRECTOR OF PLANNING; MEMBER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/132386/brochure
- Similar advisers: https://search.stillhousedata.com/firm/132386/similar
- Related entities: https://search.stillhousedata.com/firm/132386/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/132386

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.