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Lane Masao Yoshida

Madison Avenue Securities, LLC

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About Lane Masao Yoshida

Lane Masao Yoshida is a financial advisor registered with Madison Avenue Securities, LLC. Lane has been in the industry since 2013, and has experience with a variety of financial products and services. Lane is a registered representative and holds the Series 63, Series 7, and Series 24 licenses. Lane is also qualified to provide financial planning and investment advice.

Firm Information

Lane Yoshida 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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Lane Yoshida’s Registration & Firm History

CA

09/26/2022 - Present

Madison Avenue Securities, LLC (SAN DIEGO CA)

CA

11/20/2013 - 09/23/2022

SHAREHOLDERS SERVICE GROUP, INC. (SAN DIEGO CA)

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Licenses & Designations

BC

Issued 04/05/2014

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/17/2023

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/19/2013

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Lane Masao Yoshida.
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