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Michael Edward Mader

United Capital Financial Advisors

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About Michael Edward Mader

Michael Mader is an investment advisor representative with United Capital Financial Advisors. Michael has been in the industry for over 20 years and has experience working with individuals, corporations, and other businesses. Michael holds a Series 6, Series 7, Series 24, and Series 63 license. Michael provides portfolio management for individuals and businesses, financial planning, pension consulting, educational seminars, selection of other advisors, and publication of periodicals. Michael is also a sub-adviser for other investment advisors.

Firm Information

Michael Mader is currently registered with United Capital Financial Advisors. United Capital Financial Advisors is an investment advisory firm based in Irving, Texas. They offer a variety of services to individuals, corporations, charitable organizations, pension and profit-sharing plans, and other investment advisors. The firm manages over $17.7 billion in assets and has a team of over 200 licensed professionals. They are registered with the SEC and have offices across the United States.
United Capital Financial Advisors

125 E JOHN CARPENTER FRWY

IRVING, TX 75062

$17.69B

Assets Under Management

1,689

Total Clients

127

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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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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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.

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sub-adviser for other investment advisers

Sub-adviser for other investment advisers

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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percentage of assets

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

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Michael Mader’s Registration & Firm History

FL

07/10/2018 - Present

United Capital Financial Advisors (FT LAUDERDALE FL)

FL

09/04/2020 - 11/20/2023

GOLDMAN SACHS & CO. LLC (FORT LAUDERDALE FL)

FL

09/04/2020 - 11/20/2023

MERCER ALLIED COMPANY, L.P. (FORT LAUDERDALE FL)

FL

07/05/2018 - 08/31/2020

CETERA ADVISOR NETWORKS LLC (FT. LAUDERDALE FL)

FL

04/19/2016 - 06/29/2018

CAMBRIDGE INVESTMENT RESEARCH, INC. (Plantation FL)

FL

05/12/2009 - 05/11/2016

TRANSAMERICA FINANCIAL ADVISORS, INC (PLANTATION FL)

FL

05/16/2008 - 04/20/2009

FINANCIAL NETWORK INVESTMENT CORPORATION (DEERFIELD BEACH FL)

FL

02/26/2007 - 05/30/2008

MUTUAL SERVICE CORPORATION (DEERFIELD BEACH FL)

OH

09/29/2004 - 03/04/2005

OHIO SAVINGS SECURITIES, INC. (CLEVELAND OH)

MA

01/27/2004 - 09/22/2004

METLIFE SECURITIES INC. (SPRINGFIELD MA)

NY

01/27/2004 - 09/22/2004

METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)

FL

06/24/2002 - 04/04/2003

HIGH MARK SECURITIES, INC. (LAKELAND FL)

TX

04/23/1999 - 06/27/2002

VALIC FINANCIAL ADVISORS, INC. (HOUSTON TX)

TX

08/10/2000 - 12/31/2001

THE VARIABLE ANNUITY MARKETING COMPANY (HOUSTON TX)

FL

04/23/1999 - 03/08/2000

PUBLIC EMPLOYEES EQUITIES SERVICES COMPANY (PALM BEACH GARDENS FL)

FL

06/27/1994 - 05/11/1995

HUNTER INTERNATIONAL SECURITIES, INC. (POMPANO BCH FL)

FL

02/07/1994 - 06/08/1994

JOSEPH CHARLES & ASSOC., INC. (BOCA RATON FL)

NJ

11/15/1993 - 02/15/1994

INVESTORS ASSOCIATES, INC. (HACKENSACK NJ)

CO

10/28/1993 - 11/15/1993

CHATFIELD DEAN & CO., INC. (GREENWOOD VILLAGE CO)

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Licenses & Designations

BC

Issued 03/19/2007

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/08/2002

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/01/2000

Series 7 - General Securities Representative Examination

BC

Issued 12/15/1998

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Michael Edward Mader.
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