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Matthew Ferri

Madison Avenue Securities, LLC

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About Matthew Ferri

Matthew Ferri is a Registered Representative and Investment Advisor Representative, registered with Madison Avenue Securities, LLC. Matthew is licensed in Michigan and Ohio and has been in the securities industry since October 2022. Matthew has Series 66, Series 7TO, and SIE licenses. Matthew also manages Law Office of Matthew A. Ferri, PLLC and is a trustee for the Karen S Ferri Living Trust and the Estate of Penelope L. Pierce.

Firm Information

Matthew Ferri 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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Matthew Ferri’s Registration & Firm History

MI

11/22/2022 - Present

Madison Avenue Securities, LLC (Bloomfield Hills MI)

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Licenses & Designations

BOTH

Issued 11/21/2022

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/08/2022

Series 7TO - General Securities Representative Examination

BC

Issued 08/29/2022

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Matthew Ferri.
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