• 15050 Avenue of Science • Suite 150 San Diego, CA 92128
  • Ph: 888.627.7323 | Fax: 858.207.1789
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Searching for an advisor-centered broker-dealer?

As a financial advisor, your primary goal is bringing your clients the most innovative investment strategies and services available. As a broker-dealer and RIA, our key concern is helping financial advisors across the nation succeed with that goal.

Founded in 2005, Madison Avenue Securities (MAS) has redefined what it means to be supported by a full service, independent broker-dealer and registered investment advisor. You and your clients can count on us to:

  • Provide concierge-level service so you and your clients have the best possible experience
  • Act as an advocate for you and your clients in all financial matters
  • Provide customized investment solutions
  • Provide collaborative, results-oriented support for your financial services practice

Get to know us. You’ll be impressed by our culture of personal attention, professionalism, and partnership.

Helpful Content

Understanding the Basics of Medigap Policies

Understanding the Basics of Medigap Policies

Important as it is, Medicare does not cover the full range of health-care expenses you may experience in your golden years.

Do You Owe The AMT?

Do You Owe The AMT?

If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.

What Is a 1035 Exchange?

What Is a 1035 Exchange?

1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.


Stop Wasting Money

One way to find money is to examine your current spending habits and eliminate money wasters.

Budget Check Up: Tax Time Is the Right Time

Tax preparation may be the perfect time to give the household budget a check-up.

Red Flags for Tax Auditors

Here are six flags that may make your tax return prime for an IRS audit.

How Does Your Credit Score Compare?

Have you ever wondered how your credit score compares to the rest of the country? Take a look and see.

Caring for Aging Parents

As our nation ages, many Americans are turning their attention to caring for aging parents.

The Cost of Procrastination

Don't let procrastination keep you from pursuing your financial dreams and goals.

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Inflation & Retirement

Estimate how much income may be needed at retirement to maintain your standard of living.

What Is My Current Net Worth?

Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.

Disability Income

This calculator estimates your chances of becoming disabled and your potential need for disability insurance.

Impact of Taxes and Inflation

Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.

Home Mortgage Deduction

Use this calculator to assess the potential benefits of a home mortgage deduction.

Historical Inflation

This calculator shows how inflation over the years has impacted purchasing power.

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5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

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Suddenly Single: 3 Steps to Take Now

Here are 3 steps to take right now that may make a difference if you find yourself suddenly single.

From Boats to Brokers: A History of the Stock Market

From the Dutch East India Company to Wall St., the stock market has a long and storied history.

The Richest Man in Babylon

In good times and bad, consistently saving a percentage of your income is a sound financial practice.

The Junk Drawer Approach to Investing

It's easy to let investments accumulate like old receipts in a junk drawer.

Charitable Giving: Smart from the Heart

Do you have causes that you want to support with donations? Here are three tips.

What Can a Million Dollars Buy You?

$1 million in a diversified portfolio could help finance part of your retirement.

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