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Sharon Lynn Viano

Madison Avenue Securities, LLC

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About Sharon Lynn Viano

Sharon Lynn Viano is a financial professional with over 30 years of experience in the industry. Sharon is currently a registered representative with Madison Avenue Securities, LLC. Sharon’s professional experience includes roles at Cambridge Investment Research, Inc., LPL Financial LLC, Park Avenue Securities LLC, Meadowbrook Securities Inc., NYLife Securities Inc., MONY Securities Corp., Fidelity Brokerage Services, Inc., Woodward Securities Corporation, Dean Witter Reynolds Inc., and Shearson Lehman Hutton Inc. Sharon holds FINRA Series 7, 24, 31, 63, and 66 securities licenses. Sharon is licensed to offer securities and investment advisory services in California, Colorado, Michigan, Ohio, Pennsylvania, and Texas. Sharon focuses on providing financial planning, investment management, and pension consulting services to a wide range of clients, including individuals, businesses, high-net-worth individuals, and charitable organizations.

Firm Information

Sharon Viano 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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Sharon Viano’s Registration & Firm History

CA

07/15/2022 - Present

Madison Avenue Securities, LLC (SAN DIEGO CA)

MI

08/31/2018 - 07/21/2022

CAMBRIDGE INVESTMENT RESEARCH, INC. (Bloomfield Hills MI)

MI

04/03/2001 - 09/27/2018

LPL FINANCIAL LLC (BLOOMFIELD HILLS MI)

NY

05/07/1999 - 03/28/2001

PARK AVENUE SECURITIES LLC (NEW YORK NY)

MI

03/03/1998 - 04/24/1999

MEADOWBROOK SECURITIES INC. (TROY MI)

NY

11/06/1996 - 12/08/1997

NYLIFE SECURITIES INC. (NEW YORK NY)

MI

08/04/1995 - 10/21/1996

MEADOWBROOK SECURITIES INC. (TROY MI)

NY

12/02/1992 - 02/06/1995

MONY SECURITIES CORP. (NEW YORK NY)

RI

01/30/1992 - 10/06/1992

FIDELITY BROKERAGE SERVICES, INC. (SMITHFIELD RI)

NA

01/29/1991 - 02/04/1992

WOODWARD SECURITIES CORPORATION

NY

07/18/1988 - 01/03/1991

DEAN WITTER REYNOLDS INC. (PURCHASE NY)

NA

06/21/1988 - 07/28/1988

SHEARSON LEHMAN HUTTON INC.

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Licenses & Designations

BOTH

Issued 07/14/2010

Series 66 - Uniform Combined State Law Examination

BC

Issued 07/01/1988

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 06/23/2000

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/26/2004

Series 31 - Futures Managed Funds Examination

BC

Issued 06/18/1988

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Sharon Lynn Viano.
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