Unclaimed Profile

Anton Joseph Gerdes

MADISON GLOBAL ADVISORS LLC·HAUPPAUGE, New York

SIE, Series 7, Series 14, Series 24, Series 55, Series 57TO, Series 63, Series 658 years registeredMADISON GLOBAL ADVISORS LLC

350 MOTOR PARKWAY, HAUPPAUGE, NY 11788CRD# 1010083Firm CRD# 288894

Profile Verification

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

Identity

Anton Joseph Gerdes · HAUPPAUGE, NY

Registration

CRD #1010083 · MADISON GLOBAL ADVISORS LLC · 8 years registered

Brand Profile

Not yet started

Career History

MADISON GLOBAL ADVISORS LLC

Apr 2018 – present

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 14

Series 24

Series 55

Series 57TO

Series 63

Series 65

Registration record

First registered · April 17, 2018

Years registered · 8

Disclosure History

2019Customer Dispute·Withdrawn

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD. Resolutions may have changed since.

Firm Overview

Firm

MADISON GLOBAL ADVISORS LLC

CRD 288894 · SEC 801-125976

AUM

$55M

Regulatory assets under management

Employees

163 client accounts

Services offered by MADISON GLOBAL ADVISORS LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at MADISON GLOBAL ADVISORS LLC →

Introduction

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Frequently Asked Questions

What services does Anton Joseph Gerdes offer?

Anton Joseph Gerdes specializes in Financial Planning, Investment Management. Contact their office in HAUPPAUGE, New York for a consultation.

What are Anton Joseph Gerdes's credentials?

Anton Joseph Gerdes is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Anton Joseph Gerdes located?

Anton Joseph Gerdes is based in HAUPPAUGE, New York, working with MADISON GLOBAL ADVISORS LLC. Their office serves clients in the HAUPPAUGE metropolitan area and surrounding communities.

How does Anton Joseph Gerdes charge for services?

Anton Joseph Gerdes's firm is compensated through percentage of aum, other: interest sharing on credit balances. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is MADISON GLOBAL ADVISORS LLC?

MADISON GLOBAL ADVISORS LLC has approximately 5 employees and manages $55M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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