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Anton Joseph Gerdes Jr

MADISON GLOBAL ADVISORS

HAUPPAUGE, NY

·CRD# 1010083·45 years experience

Professional Summary

Anton Joseph Gerdes JR, who also goes by Anton J Joseph Gerdes Jr, is a registered financial advisor currently at MADISON GLOBAL ADVISORS LLC located in Hauppauge, New York and MADISON GLOBAL PARTNERS LLC located in Hauppauge, New York. Anton is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1982. Anton has worked at 11 firms and has passed the Series 65, Series 63, Series...

At a Glance

Advisory Accounts Only

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Anton J Joseph Gerdes Jr

Blog Corner

What Does a Financial Advisor Do? Understanding Their Role, Services, and Value

What Does a Financial Advisor Do? Understanding Their Role, Services, and Value

Do I Need a Financial Advisor? A Complete Guide to Deciding If It’s Right for You

Do I Need a Financial Advisor? A Complete Guide to Deciding If It’s Right for You

What Are Financial Values and How to Align Them With Your Financial Goals

What Are Financial Values and How to Align Them With Your Financial Goals

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.

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Years of Experience

45 years in the financial services industry

Current & Past Employments

MADISON GLOBAL ADVISORS LLC·CRD# 288894

RIA

350 Motor Parkway Suite 205, Hauppauge, NY 11788

April 17, 2018 - Present

MADISON GLOBAL PARTNERS LLC·CRD# 285406

BD

1. 350 Vanderbilt Motor Parkway Suite 205, Hauppauge, NY 117882. 350 Vanderbilt Motor Parkway, Suite 205, Hauppauge, NY 117883. 14 East 38th Street 7th Floor, New York, NY 10016

August 24, 2017 - Present

TRIDENT PARTNERS LTD.·CRD# 41258

BD

Hauppauge, NY

October 3, 2015 - January 5, 2018

GILFORD SECURITIES INCORPORATED·CRD# 8076

BD

Melville, NY

May 8, 2014 - October 27, 2015

EAST SHORE PARTNERS, INC.·CRD# 28999

BD

Hauppauge, NY

November 12, 1991 - July 18, 2014

GMST WORLD MARKETS, INC.·CRD# 16190

BD

Lake Mary, FL

April 9, 1990 - October 21, 1991

W.J. NOLAN & COMPANY, INC.·CRD# 16465

BD

New York, NY

August 23, 1989 - January 9, 1990

ROBYNS CAPITAL CORP.·CRD# 19980

BD

November 1, 1988 - September 1, 1989

HIBBARD BROWN & CO., INC.·CRD# 18246

BD

January 26, 1988 - October 4, 1988

PRESCOTT, BALL & TURBEN, INC.·CRD# 7656

BD

November 12, 1985 - January 27, 1988

BRODIS SECURITIES INCORPORATED·CRD# 1135

BD

January 31, 1982 - February 18, 1986

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Current Firm

MG

MADISON GLOBAL ADVISORS LLC

MADISON GLOBAL ADVISORS LLC | MADISON GLOBAL PARTNERS LLC

CRD#: 288894 / SEC#: 801-125976

RIA

Registered Investment Advisory firm - SEC (8/19/2022 Approved)

Florida

Registered Investment Advisory firm - Florida (9/7/2022 Terminated)

New Jersey

Registered Investment Advisory firm - New Jersey (9/30/2022 Terminated)

New York

Registered Investment Advisory firm - New York (9/7/2022 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

Contact Information

Main Address

350 Motor Parkway Suite 205, Hauppauge, NY 11788

Phone Number

(631) 240-4155

# of Employees

8

SEC notice filing (4 States and Territories)

Registered to provide investment advisory services in 4 US states and territories.

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

MGA BROCHURE (4/21/2026)

DREW GORDON (4/6/2026)

Regulatory Assets Under Management

Total Number of Accounts

233

AUM (Assets Under Management)

$71,400,000

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Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

CADAT Corp., Non securities related consulting business, on an as needed basis. Madison Global Insurance Agency 350 Motor Pkwy suite 205;Hauppauge NY 11788 Non-Securities related business Owner 0 hours per month & 0 hours during market trading MGP 7 LLC Investment related, 350 Motor Pkwy suite 205;Hauppauge NY 11788. SPV, Managing Member, October 2019, Less than one hour as needed. Managing members interest. Madison Just One LLC, 350 Motor Pkwy suite 205;Hauppauge NY 11788, SPV Managing Member,October 2020, As needed. Managing members interest. MGP Vertical LLC, 350 Motor Parkway Hauppauge NY 11788, SPV Managing Member February 2021, As needed. Managing members interest. MGP 8 (formally MGP Klarna LLC), 350 Motor Parkway Hauppauge NY 11788, SPV Managing Member, October 2021. As needed. managing members interest

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Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

MG

MADISON GLOBAL ADVISORS LLC

MADISON GLOBAL ADVISORS LLC | MADISON GLOBAL PARTNERS LLC

CRD#: 288894 / SEC#: 801-125976

RIA

Registered Investment Advisory firm - SEC (8/19/2022 Approved)

Florida

Registered Investment Advisory firm - Florida (9/7/2022 Terminated)

New Jersey

Registered Investment Advisory firm - New Jersey (9/30/2022 Terminated)

New York

Registered Investment Advisory firm - New York (9/7/2022 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

RR

indicates the advisor is registered as a Registered Representative in this state, allowing securities offerings such as stocks, bonds, and mutual funds through a broker-dealer.

RR

Arizona
(11/2/2017)

RR

California
(11/13/2017)

RR

Colorado
(9/20/2018)

RR

Connecticut
(12/1/2017)

RR

Florida
(1/5/2018)

IAR

Florida
(2/20/2019)

RR

Georgia
(11/1/2017)

RR

Illinois
(7/9/2018)

RR

Indiana
(12/19/2022)

RR

Maryland
(11/2/2017)

RR

Michigan
(10/26/2017)

RR

Nevada
(3/13/2018)

RR

New Jersey
(2/16/2018)

IAR

New Jersey
(3/11/2020)

RR

New York
(10/17/2017)

IAR

New York
(10/19/2021)

RR

North Carolina
(10/17/2017)

RR

Pennsylvania
(10/19/2017)

RR

Texas
(11/14/2017)

RR

Utah
(11/28/2023)

RR

Virginia
(10/24/2017)

RR

Washington
(3/28/2018)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.Note:This rule does not apply to broker-dealer activity.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 65 — Uniform Investment Adviser Law Examination

Passed Feb 2018About the Series 65 exam

Series 63 — Uniform Securities Agent State Law Examination

Passed Mar 1984About the Series 63 exam

Series 57TO — Securities Trader Exam

Passed Jan 2023About the Series 57TO exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 55 — Limited Representative-Equity Trader Exam

Passed Apr 2005

Series 7 — General Securities Representative Examination

Passed Sep 1981About the Series 7 exam

Series 14 — Compliance Officer Examination

Passed Jan 2023About the Series 14 exam

Series 24 — General Securities Principal Examination

Passed Oct 1991About the Series 24 exam

FINRA

SRO Registrations

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CRS (Client Relationship Summary) - RIA

Click below to view Anton Joseph Gerdes JR's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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AG

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