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Todd Storaska

Madison Avenue Securities, LLC

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About Todd Storaska

Todd Storaska is a financial advisor with over 20 years of experience in the industry. Todd is currently registered with Madison Avenue Securities, LLC and has previously held positions with Raymond James & Associates, Inc. and Hilltop Securities Independent Network Inc. Todd holds a Series 7, 24, 63, and 65 licenses and is a registered representative in California, Florida and Texas. Todd specializes in providing financial planning, portfolio management, and selection of other advisors to both individuals and businesses.

Firm Information

Todd Storaska 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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Todd Storaska’s Registration & Firm History

CA

06/22/2023 - Present

Madison Avenue Securities, LLC (SAN DIEGO CA)

FL

04/10/2017 - 06/29/2023

RAYMOND JAMES & ASSOCIATES, INC. (ST. PETERSBURG FL)

TX

10/06/2014 - 04/07/2017

HILLTOP SECURITIES INDEPENDENT NETWORK INC. (DALLAS TX)

TX

01/16/2015 - 04/06/2017

HILLTOP SECURITIES INC. (DALLAS TX)

TX

10/06/2014 - 10/30/2014

SOUTHWEST SECURITIES, INC. (DALLAS TX)

TX

01/04/2013 - 10/15/2014

LPL FINANCIAL LLC (DALLAS TX)

TX

08/24/2011 - 11/19/2012

1ST GLOBAL CAPITAL CORP. (DALLAS TX)

TX

10/13/2005 - 08/16/2011

LPL FINANCIAL LLC (IRVING TX)

TX

09/15/2004 - 10/12/2005

1ST GLOBAL CAPITAL CORP. (DALLAS TX)

NY

06/03/2004 - 09/13/2004

NYLIFE SECURITIES INC. (NEW YORK NY)

TX

08/25/2003 - 04/12/2004

MILKIE/FERGUSON INVESTMENTS, INC. (DALLAS TX)

TX

10/30/2000 - 12/11/2003

BLUE MARBLE FINANCIAL, LLC (IRVING TX)

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Licenses & Designations

IA

Issued 01/29/2001

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 12/08/2000

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 02/13/2001

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/27/2000

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Todd Storaska.
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