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Xavier Thomas Tazanu

Madison Avenue Securities, LLC

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About Xavier Thomas Tazanu

Xavier Tazanu is a registered representative with Madison Avenue Securities, LLC, located in Alexandria, Virginia. Xavier holds the Series 63, Series 7TO, and Series 6TO licenses, demonstrating a breadth of knowledge in the financial industry. Prior to joining Madison Avenue Securities, LLC, Xavier worked at KEEL POINT CAPITAL, LLC and NYLIFE SECURITIES LLC. Xavier specializes in providing financial planning, pension consulting, and portfolio management for both individuals and businesses.

Firm Information

Xavier Tazanu 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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Xavier Tazanu’s Registration & Firm History

VA

10/04/2023 - Present

Madison Avenue Securities, LLC (Alexandria VA)

VA

02/03/2022 - 09/14/2023

KEEL POINT CAPITAL, LLC (Tysons VA)

VA

01/25/2021 - 02/08/2022

NYLIFE SECURITIES LLC (VIENNA VA)

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Licenses & Designations

BC

Issued 03/20/2021

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 05/09/2022

Series 7TO - General Securities Representative Examination

BC

Issued 01/25/2021

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 07/25/2020

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Xavier Thomas Tazanu.
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