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Clinton Datees Gharib

Madison Avenue Securities, LLC

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About Clinton Datees Gharib

Clinton Datees Gharib is a financial advisor who has been working in the financial services industry since 1990. Clinton is currently registered with Madison Avenue Securities, LLC and is licensed to operate in several states including Florida, Georgia, and Texas. Clinton has previously worked with CETERA ADVISOR NETWORKS LLC, SUMMIT BROKERAGE SERVICES, INC., J.P. TURNER & COMPANY, L.L.C., H.J. MEYERS & CO., INC., HIBBARD BROWN & CO., INC., and WESTFIELD FINANCIAL CORPORATION. Clinton provides investment advisory services for high net worth individuals, individuals other than high net worth, pension and profit sharing plans, and charitable organizations. Clinton's areas of expertise include financial planning, pension consulting, and selection of other advisors.

Firm Information

Clinton Gharib 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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Clinton Gharib’s Registration & Firm History

FL

01/13/2020 - Present

Madison Avenue Securities, LLC (WATERSOUND FL)

FL

08/24/2019 - 01/24/2020

CETERA ADVISOR NETWORKS LLC (WATERSOUND FL)

GA

09/01/2015 - 09/20/2019

SUMMIT BROKERAGE SERVICES, INC. (ATLANTA GA)

GA

01/02/1998 - 12/01/2015

J.P. TURNER & COMPANY, L.L.C. (ATLANTA GA)

NY

08/22/1994 - 02/02/1998

H.J. MEYERS & CO., INC. (ROCHESTER NY)

NY

07/30/1990 - 09/15/1994

HIBBARD BROWN & CO., INC. (NEW YORK NY)

NY

08/08/1994 - 08/19/1994

WESTFIELD FINANCIAL CORPORATION (NEW YORK NY)

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Licenses & Designations

IA

Issued 04/12/1996

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 08/17/1990

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 04/29/2004

Series 53 - Municipal Securities Principal Examination

BC

Issued 10/29/1993

Series 24 - General Securities Principal Examination

BC

Issued 01/02/2023

Series 99TO - Operations Professional Examination

BC

Issued 01/02/2023

Series 52TO - Municipal Securities Representative Examination

BC

Issued 01/02/2023

Series 79TO - Investment Banking Registered Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/06/1997

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 4 public disclosures for Clinton Datees Gharib. Review regulatory record here.
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