AG
Anton J. Gerdes
MADISON GLOBAL ADVISORS LLC
Hauppauge, NY 11788
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CRD#: 1010083
AG
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 57TO, SIE, Series 55, Series 7, Series 14 and Series 24 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Anton J Joseph Gerdes Jr
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
CRS (Client Relationship Summary) - RIA
Click below to view Anton Joseph Gerdes JR's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
April 17, 2018 - Present
MADISON GLOBAL ADVISORS LLC
Office #1: 350 Motor Parkway Suite 205, Hauppauge, NY 11788RIA
CRD#: 288894
Hauppauge, NY
Current
August 24, 2017 - Present
MADISON GLOBAL PARTNERS LLC
Office #1: 350 Vanderbilt Motor Parkway Suite 205, Hauppauge, NY 11788Office #2: 350 Vanderbilt Motor Parkway, Suite 205, Hauppauge, NY 11788Office #3: 14 East 38th Street 7th Floor, New York, NY 10016BD
CRD#: 285406
Hauppauge, NY
Past
October 3, 2015 - January 5, 2018
TRIDENT PARTNERS LTD.
BD
CRD#: 41258
Hauppauge, NY
Past
May 8, 2014 - October 27, 2015
GILFORD SECURITIES INCORPORATED
BD
CRD#: 8076
MELVILLE, NY
Past
November 12, 1991 - July 18, 2014
EAST SHORE PARTNERS, INC.
BD
CRD#: 28999
HAUPPAUGE, NY
Past
April 9, 1990 - October 21, 1991
GMST WORLD MARKETS, INC.
BD
CRD#: 16190
LAKE MARY, FL
Past
August 23, 1989 - January 9, 1990
W.J. NOLAN & COMPANY, INC.
BD
CRD#: 16465
NEW YORK, NY
Past
November 1, 1988 - September 1, 1989
ROBYNS CAPITAL CORP.
BD
CRD#: 19980
Past
January 26, 1988 - October 4, 1988
HIBBARD BROWN & CO., INC.
BD
CRD#: 18246
Past
November 12, 1985 - January 27, 1988
PRESCOTT, BALL & TURBEN, INC.
BD
CRD#: 7656
Past
January 31, 1982 - February 18, 1986
BRODIS SECURITIES INCORPORATED
BD
CRD#: 1135
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 - (8/19/2022 Approved)Florida
Registered Investment Advisory firm - (9/7/2022 Terminated)New Jersey
Registered Investment Advisory firm - (9/30/2022 Terminated)New York
Registered Investment Advisory firm - (9/7/2022 Terminated)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 them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
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
Tennessee(4/27/2023)
RR
Texas(11/14/2017)
RR
Utah(11/28/2023)
RR
Virginia(10/24/2017)
RR
Washington(3/28/2018)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
RR
Series 57TO
Date: 1/2/2023
Securities Trader ExamGeneral Industry/Product Exam
General Industry/Product Exam
RR
Series 55
Date: 4/19/2005
Limited Representative-Equity Trader ExamGeneral Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
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 - (8/19/2022 Approved)Florida
Registered Investment Advisory firm - (9/7/2022 Terminated)New Jersey
Registered Investment Advisory firm - (9/30/2022 Terminated)New York
Registered Investment Advisory firm - (9/7/2022 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
350 Motor Parkway Suite 205, Hauppauge, NY 11788
Mailing Address
Phone number
(631) 240-4155
Established
Firm type
Fiscal year end
# of Employees
5
SEC notice filing (4 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 178 |
| AUM (Assets Under Management) | $ 80,400,000 |
Red Flags
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.
