MADISON ADVISORY SERVICES, INC.

MADISON ADVISORY SERVICES, INC. of WHITE PLAINS, NY is an SEC-registered investment adviser (CRD 132386). Regulatory assets under management: $509.7M.

Registration

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Charities.

Officers, owners & control persons (10)

NameRoleLocation
Schwartz DavidCHIEF OPERATING OFFICER; MEMBERNewton, MA
Schwartz S RobertMEMBER; PRESIDENT, CHIEF COMPLIANCE OFFICERMinnetonka, MN
Gary Robert SchwartzMEMBER; PRESIDENT, CHIEF COMPLIANCE OFFICER
Dean Eric McbethCHIEF FINANCIAL OFFICER
Benjamin David SchwartzCHIEF OPERATING OFFICER; MEMBER
Andrew Joseph FedericoCHIEF INVESTMENT OFFICER; MEMBER
Andrew Michael SchwartzMEMBER
SCHWARTZ CARY MICHAELMEMBER
MCBETH DEAN ERICCHIEF FINANCIAL OFFICER; CHIEF OPERATING OFFICER
FEDERICO ANDREW JOSEPHCHIEF INVESTMENT OFFICER; DIRECTOR OF PLANNING; MEMBER

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