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Angela Denise Sloan

Madison Avenue Securities, LLC

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About Angela Denise Sloan

Angela Denise Sloan is a financial advisor who has been in the industry since March 21, 1987. Angela is currently registered with Madison Avenue Securities, LLC and has been with the firm since January 2006. Previously, Angela worked at Southeast Investments, N.C., Inc. and American Classic Securities, Inc. Angela is licensed to provide investment advice in a number of states including South Carolina, Texas, Arizona, Florida, Georgia, Michigan, Missouri, New York, North Carolina, Rhode Island, and Washington.

Firm Information

Angela Sloan is currently registered with Madison Avenue Securities, LLC. Madison Avenue Securities, LLC is a Limited Liability Company formed in May 2005 and headquartered in San Diego, California. The firm offers financial planning, pension consulting, and portfolio management services for individuals, businesses, and charitable organizations. They also provide selection of other advisors services. As of the last reporting period, the firm manages over $1.8 billion in assets across approximately 13,989 accounts. Madison Avenue Securities, LLC is registered with the SEC and in all 50 states, as well as Puerto Rico and the Virgin Islands.
Madison Avenue Securities, LLC

13500 EVENING CREEK DR. N

SAN DIEGO, CA 92128

$1.82B

Assets Under Management

187

Total Clients

131

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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commissions

Earned based on transactions or products sold.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Angela Sloan’s Registration & Firm History

SC

08/01/2014 - Present

Madison Avenue Securities, LLC (CLOVER SC)

NC

12/05/2003 - 01/03/2006

SOUTHEAST INVESTMENTS, N.C., INC. (CHARLOTTE NC)

FL

10/22/1991 - 11/25/2003

AMERICAN CLASSIC SECURITIES, INC. (PONTE VEDRA FL)

SD

05/09/1991 - 11/01/1991

NORTH AMERICAN MANAGEMENT, INC. (SIOUX FALLS SD)

GA

02/26/1987 - 05/14/1991

FIRST AMERICAN NATIONAL SECURITIES, INC. (DULUTH GA)

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Licenses & Designations

IA

Issued 09/22/2009

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 11/03/1986

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/10/2001

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/25/1987

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Angela Denise Sloan.
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