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Chad Cameron Detlefs

Madison Avenue Securities, LLC

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About Chad Cameron Detlefs

Chad Cameron Detlefs is a financial advisor registered with Madison Avenue Securities, LLC in Jacksonville, Florida. Chad has been in the industry since August 4, 2004. Chad has a Series 6 license, which allows them to sell investment company products and variable contracts, and a Securities Industry Essentials (SIE) license. Chad has a broad range of experience serving individual clients, high-net-worth individuals, and institutional clients, including pension and profit-sharing plans and charitable organizations. Chad’s primary focus is portfolio management, financial planning, and the selection of other advisors.

Firm Information

Chad Detlefs 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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Chad Detlefs’s Registration & Firm History

FL

09/18/2017 - Present

Madison Avenue Securities, LLC (Jacksonville FL)

FL

10/07/2013 - 09/20/2017

PLANMEMBER SECURITIES CORPORATION (JACKSONVILLE FL)

FL

08/04/2004 - 10/07/2013

VERITRUST FINANCIAL, LLC (JACKSONVILLE FL)

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Licenses & Designations

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/03/2004

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Chad Cameron Detlefs.
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