Unclaimed Profile

David James Callanan

MADISON AVENUE SECURITIES, LLC·SAN DIEGO, California

SIE, Series 6, Series 7, Series 24, Series 63, Series 6521 years registeredMADISON AVENUE SECURITIES, LLC

13500 EVENING CREEK DR. N, SAN DIEGO, CA 92128CRD# 4237166Firm CRD# 23224

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

David James Callanan · SAN DIEGO, CA

Registration

CRD #4237166 · MADISON AVENUE SECURITIES, LLC · 21 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: MADISON AVENUE SECURITIES, LLC

SICOR SECURITIES INC

Feb 2006 – Sep 2007

TOPEKA, KS

NEXT FINANCIAL GROUP, INC.

Jul 2005 – Feb 2006

TOPEKA, KS

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 24

Series 63

Series 65

Registration record

First registered · July 6, 2005

Years registered · 21

Disclosure History

Verify on FINRA BrokerCheck →

Source: SEC IAPD. Resolutions may have changed since.

Firm Overview

Firm

MADISON AVENUE SECURITIES, LLC

CRD 23224 · SEC 801-69919

AUM

$1.8B

Regulatory assets under management

Employees

102

13,989 client accounts

Services offered by MADISON AVENUE SECURITIES, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at MADISON AVENUE SECURITIES, LLC →

Introduction

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Frequently Asked Questions

What services does David James Callanan offer?

David James Callanan specializes in Financial Planning, Investment Management, Wealth Management.

What are David James Callanan's credentials?

David James Callanan is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is David James Callanan located?

David James Callanan is based in SAN DIEGO, California, last registered with MADISON AVENUE SECURITIES, LLC.

How does David James Callanan charge for services?

David James Callanan's firm is compensated through percentage of aum, hourly charges, subscription fees, commissions. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is MADISON AVENUE SECURITIES, LLC?

MADISON AVENUE SECURITIES, LLC has approximately 102 employees and manages $1.8B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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