Unclaimed Profile

Haruki Toyama

MADISON INVESTMENT ADVISORS, LLC·MADISON, Wisconsin

Series 7, Series 65Clean record22 years registeredMADISON INVESTMENT ADVISORS, LLC

550 SCIENCE DRIVE, MADISON, WI 53711CRD# 2408848Firm CRD# 110297

Profile Verification

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

Identity

Haruki Toyama · MADISON, WI

Registration

CRD #2408848 · MADISON INVESTMENT ADVISORS, LLC · 22 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: MADISON INVESTMENT ADVISORS, LLC

MADISON INVESTMENT ADVISORS, LLC

Jun 2014 – Dec 2023

MADISON, WI

MARCUS ASSET MANAGEMENT, LLC

Mar 2010 – May 2014

MILWAUKEE, WI

TOYAMA CAPITAL MANAGEMENT LLC

Feb 2004 – Dec 2010

WAUWATOSA, WI

Registrations & Exams

FINRA examinations passed

Series 7

Series 65

Registration record

First registered · February 10, 2004

Years registered · 22

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

MADISON INVESTMENT ADVISORS, LLC

CRD 110297 · SEC 801-52751

AUM

$13.2B

Regulatory assets under management

Employees

14,743 client accounts

Services offered by MADISON INVESTMENT ADVISORS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at MADISON INVESTMENT ADVISORS, LLC →

Introduction

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Frequently Asked Questions

What services does Haruki Toyama offer?

Haruki Toyama specializes in Financial Planning, Investment Management, Wealth Management.

What are Haruki Toyama's credentials?

Haruki Toyama is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Haruki Toyama located?

Haruki Toyama is based in MADISON, Wisconsin, last registered with MADISON INVESTMENT ADVISORS, LLC.

How does Haruki Toyama charge for services?

Haruki Toyama's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is MADISON INVESTMENT ADVISORS, LLC?

MADISON INVESTMENT ADVISORS, LLC has approximately 95 employees and manages $13.2B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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