PM
Patrick F. Madison
ADVISORNET WEALTH PARTNERS
Clifton Park, NY 12065
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CRD#: 2049438
PM
Professional summary
Patrick Francis Madison is a registered financial advisor currently at ADVISORNET WEALTH PARTNERS located in Clifton Park, New York and CETERA INVESTMENT ADVISERS LLC located in Clifton Park, New York.
Patrick is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1993. Patrick has worked at 8 firms and has passed the Series 65, Series 63, SIE, Series 31, Series 7 and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
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.
1. NAME OF OTHER BUSINESS: ADVISORNET FINANCIAL INC, DBA ADVISORNET WEALTH PARTNERS - CRD #113074 ; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: ADVISORY BUSINESS; POSITION/TITLE/RELATIONSHIP: ADVISORY REPRESENTATIVE; START DATE: 9/2015; APX NUMBER OF HOURS PER WEEK: 40; APX NUMBER OF HOURS DURING TRADING HOURS: 32.5; BRIEF DESCRIPTION OF DUTIES: ADVISORY REPRESENTATIVE DUTIES; 2. NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES ; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FIXED INSURANCE ; START DATE: 9/2015 ; APX NUMBER OF HOURS PER WEEK: 1; APX NUMBER OF HOURS DURING TRADING HOURS: 1 ; POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT; BRIEF DESCRIPTION OF DUTIES: SELLS LIFE, ANNUITIES, AND LONG TERM CARE; 3. NAME OF OTHER BUSINESS: RENTAL PROPERTIES; INVESTMENT RELATED: NO; ADDRESS: MULTIPLE; NATURE OF BUSINESS: OWNS one PROPERTY THAT HE RENTS; START DATE: 8/2015; APX NUMBER OF HOURS PER WEEK: 2; APX NUMBER OF HOURS DURING TRADING HOURS: MINIMAL; BRIEF DESCRIPTION OF DUTIES: OWNER ; 4. NAME OF OTHER BUSINESS: EMPIRE ASSET MANAGEMENT GROUP ; INVESTMENT RELATED: YES ; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: FINANCIAL SERVICES ; START DATE: 12/2015 ; POSITION/TITLE/RELATIONSHIP: FINANCIAL PROFESSIONAL; APX NUMBER OF HOURS PER WEEK: 40 ; APX NUMBER OF HOURS DURING TRADING HOURS: 32.5 ; BRIEF DESCRIPTION OF DUTIES: FINANCIAL SERVICES DBA 5. NAME OF OTHER BUSINESS: EMPIRE ASSET MANAGEMENT GROUP OF WESTERN NY; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: FINANCIAL SERVICES; START DATE: 03/2021; POSITION/TITLE/RELATIONSHIP: FINANCIAL PROFESSIONAL; APX NUMBER OF HOURS PER WEEK: 15-20; APX NUMBER OF HOURS DURING TRADING HOURS: 15-20; BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES; 6. NAME OF OTHER BUSINESS: ABELSON & COMPANY, LLC; INVESTMENT RELATED: YES; ADDRESS: 6636 MAIN ST., STE 4, WILLIAMSVILLE, NY, 14221; NATURE OF BUSINESS: FINANCIAL SERVICES; START DATE: 03/2021; POSITION/TITLE/RELATIONSHIP: FINANCIAL PROFESSIONAL; APX NUMBER OF HOURS PER WEEK: 40; APX NUMBER OF HOURS DURING TRADING HOURS: 32.5; BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES; 7. NAME OF OTHER BUSINESS: CCR WEALTH MANAGEMENT; INVESTMENT RELATED: YES, ADDRESS: SAME AS REGISTERED LOCATION, NATURE OF BUSINESS: FINANCIAL SERVICES, START DATE: 1/2023, POSITION/TITLE/RELATIONSHIP: FINANCIAL PROFESSIONAL, APX NUMBER OF HOURS PER WEEK: 40, APX NUMBER OF HOURS DURING TRADING HOURS: 32.5, BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES;
CRS (Client Relationship Summary) - RIA
Click below to view Patrick Francis Madison'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 7, 2021 - Present
ADVISORNET WEALTH PARTNERS
Office #1: 6 Executive Park Drive, Suite A, Clifton Park, NY 12065Office #2: 3 Park Avenue, Binghamton, NY 13903RIA
CRD#: 113074
Clifton Park, NY
Current
June 29, 2023 - Present
CETERA INVESTMENT ADVISERS LLC
Office #1: 6 Executive Park Drive, Suite A, Clifton Park, NY 12065RIA
CRD#: 105644
CLIFTON PARK, NY
Current
March 10, 2023 - Present
CETERA ADVISORS LLC
Office #1: 6 Executive Park Drive, Suite A, Clifton Park, NY 12065Office #2: 6636 Main Street Suite 4, Williamsville, NY 14221BD
CRD#: 10299
Clifton Park, NY
Past
March 10, 2023 - March 21, 2024
CETERA ADVISORS LLC
RIA
CRD#: 10299
BRADENTON, FL
Past
March 31, 2021 - June 30, 2023
CETERA WEALTH SERVICES, LLC
RIA
CRD#: 13572
CLIFTON PARK, NY
Past
December 1, 2015 - February 3, 2025
CETERA WEALTH SERVICES, LLC
BD
CRD#: 13572
CLIFTON PARK, NY
Past
May 14, 2013 - December 1, 2015
NORTHERN LIGHTS DISTRIBUTORS, LLC
BD
CRD#: 126159
ALBANY, NY
Past
July 18, 2007 - June 20, 2011
CHARLES SCHWAB & CO., INC.
RIA
CRD#: 5393
VESTAL, NY
Past
August 10, 2005 - June 20, 2011
CHARLES SCHWAB & CO., INC.
BD
CRD#: 5393
VESTAL, NY
Past
July 20, 2005 - December 31, 2005
CHARLES SCHWAB & CO., INC.
RIA
CRD#: 5393
VESTAL, NY
Past
July 6, 1999 - July 30, 2003
MORGAN STANLEY DW INC.
BD
CRD#: 7556
PURCHASE, NY
Past
June 15, 1993 - July 14, 1999
IFMG SECURITIES, INC.
BD
CRD#: 14416
PURCHASE, NY
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".
CI
CETERA INVESTMENT ADVISERS LLC
CETERA ADVISOR NETWORKS | TERRA FINANCIAL PLANNING GROUP LTD | GENWORTH FINANCIAL ADVISERS CORPORATION | FIRST ALLIED ADVISORY SERVICES | CETERA INVESTMENT ADVISERS LLC | CETERA ADVISORS
CRD#: 105644 / SEC#: 801-20406
RIA
Registered Investment Advisory firm - (1/13/1984 Approved)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
IAR
New York(4/7/2021)
RR
New York(3/10/2023)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
CI
CETERA INVESTMENT ADVISERS LLC
CETERA ADVISOR NETWORKS | TERRA FINANCIAL PLANNING GROUP LTD | GENWORTH FINANCIAL ADVISERS CORPORATION | FIRST ALLIED ADVISORY SERVICES | CETERA INVESTMENT ADVISERS LLC | CETERA ADVISORS
CRD#: 105644 / SEC#: 801-20406
RIA
Registered Investment Advisory firm - (1/13/1984 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
1450 American Lane 6th Floor, Suite 650, Schaumburg, IL 60173-2096
Mailing Address
Phone number
(310) 257-7880
Established
Firm type
Fiscal year end
# of Employees
7,705
SEC notice filing (53 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 584,487 |
| AUM (Assets Under Management) | $ 163,792,814,520 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 10/27/2025 | ||
| 12/13/2024 | ||
| 09/26/2023 | ||
| 11/18/2022 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
