AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Advisor Search
Why Advisor Check

We're Here To Help

AdvisorCheck empowers you to find, evaluate, and monitor financial advisors with confidence and clarity.

Advisor Monitoring

Financial advisor's situations can change, sometimes without notice. AdvisorCheck's Monitoring tool helps you avoid surprises and stay on top of your financial health.

Firm Stability Insights

The stability of your financial advisor's firm has a significant impact in the security and quality of service you receive. Our tool provides historical data and key insights over time to help you make informed, confident decisions.

Pricing
For Advisors
TS

Todd F. Storaska

MADISON AVENUE SECURITIES
San Diego, CA 92128
Some features on this profile are disabled
CRD#: 2784484
TS

Professional summary

Todd Frederic Storaska, who also goes by Todd Frederic Storaska, is a registered financial professional currently at MADISON AVENUE SECURITIES, LLC located in San Diego, California.

Todd is registered as a RR (Registered Representative) and started their career in finance in 2000. Todd has worked at 9 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 24 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

Aliases

Todd Frederic Storaska

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Todd Frederic Storaska's CRS (Customer Relationship Summary).
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®
None

Experience

Current

June 22, 2023 - Present

MADISON AVENUE SECURITIES, LLC

Office #1: 13500 Evening Creek Dr N #555, San Diego, CA 92128
RIA
BD
CRD#: 23224
San Diego, CA
Past

April 10, 2017 - June 29, 2023

RAYMOND JAMES & ASSOCIATES, INC.

BD
CRD#: 705
ST. PETERSBURG, FL
Past

January 16, 2015 - April 6, 2017

HILLTOP SECURITIES INC.

BD
CRD#: 6220
DALLAS, TX
Past

October 6, 2014 - October 30, 2014

HILLTOP SECURITIES INC.

BD
CRD#: 6220
DALLAS, TX
Past

October 6, 2014 - April 7, 2017

MOMENTUM INDEPENDENT NETWORK INC.

BD
CRD#: 17587
DALLAS, TX
Past

January 4, 2013 - October 15, 2014

LPL FINANCIAL LLC

BD
CRD#: 6413
DALLAS, TX
Past

August 24, 2011 - November 19, 2012

1ST GLOBAL CAPITAL CORP.

BD
CRD#: 30349
DALLAS, TX
Past

October 14, 2005 - August 16, 2011

LPL FINANCIAL LLC

RIA
CRD#: 6413
IRVING, TX
Past

October 13, 2005 - August 16, 2011

LPL FINANCIAL LLC

BD
CRD#: 6413
IRVING, TX
Past

September 15, 2004 - October 12, 2005

1ST GLOBAL CAPITAL CORP.

BD
CRD#: 30349
DALLAS, TX
Past

June 3, 2004 - September 13, 2004

NYLIFE SECURITIES LLC

BD
CRD#: 5167
NEW YORK, NY
Past

August 25, 2003 - April 12, 2004

MILKIE/FERGUSON INVESTMENTS, INC.

RIA
CRD#: 17606
DALLAS, TX
Past

August 25, 2003 - April 12, 2004

MILKIE/FERGUSON INVESTMENTS, INC.

BD
CRD#: 17606
DALLAS, TX
Past

December 11, 2000 - December 11, 2003

BLUE MARBLE FINANCIAL, LLC

RIA
CRD#: 103989
IRVING, TX
Past

October 30, 2000 - December 11, 2003

BLUE MARBLE FINANCIAL, LLC

BD
CRD#: 103989
IRVING, TX

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".
MA
MADISON AVENUE SECURITIES, LLC
ASHLAND SECURITIES, INC. | MADISON AVENUE SECURITIES, LLC | MADISON AVENUE SECURITIES, INC. | MADISON AVENUE SECURITIES

CRD#: 23224 / SEC#: 801-69919, 8-40426

RIA
Registered Investment Advisory firm - SEC (2/24/2009 Approved)
BD
Broker-Dealer Firm Regulated by FINRA (Los Angeles district office)

State Registrations and Notice Filings

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

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
California
(6/22/2023)
RR
Florida
(6/22/2023)
RR
Texas
(7/8/2024)

Exams

State Security Law Exam
IAR
Series 65
Date: 1/29/2001
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 12/8/2000
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 10/27/2000
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 24
Date: 2/13/2001
General Securities Principal Examination
SRO Registrations
RR
FINRA

Current Firm

MA
MADISON AVENUE SECURITIES, LLC
ASHLAND SECURITIES, INC. | MADISON AVENUE SECURITIES, LLC | MADISON AVENUE SECURITIES, INC. | MADISON AVENUE SECURITIES

CRD#: 23224 / SEC#: 801-69919, 8-40426

RIA
Registered Investment Advisory firm - SEC (2/24/2009 Approved)
BD
Broker-Dealer Firm Regulated by FINRA (Los Angeles district office)
Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
13500 Evening Creek Dr N #555, San Diego, CA 92128
Mailing Address
13500 Evening Creek Dr N #555, San Diego, CA 92128
Phone number
(858) 207-1300
Established
Delaware since 05/05/2005
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Medium
# of Employees
93

SEC notice filing (50 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

FINRA licenses (53 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Customer Relationship Summary (CRS / FINRA)Latest Form ADV

Part 2 Brochures

MADISON AVENUE SECURITIES FORM ADV PART 2A 3-26-2025 (10/3/2025)
MADISON AVENUE SECURITIES WRAP PROGRAM BROCHURE 3-26-2025 (10/3/2025)

Direct owners and executive officers

NamePositionCRD#
KT EQUITY PARTNERS II, LLCDIRECT OWNER
CALLANAN, DAVID JAMESMEMBER4237166
FIXSEN, VILAYPHONECHIEF OPERATING OFFICER4585926
FOSTER, CODY GRANTMEMBER4237075
JENSEN, GAIL MARIEDEPUTY CHIEF COMPLIANCE OFFICER1943705
MCNEES, MARTIN WILLIAMPRESIDENT3168410
METCALFE, INC.OWNER
PIERSON, MELISSA KAYCHIEF COMPLIANCE OFFICER1685017
SCHENDEL, JENNIFERMEMBER6136948
WOODS, SANDRA ANNFINOP6200533

Regulatory assets under management

Total Number of Accounts14,100
AUM (Assets Under Management)$ 2,038,801,712

Disclosures

Regulatory Event8
Arbitration1

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.

Company Information

MADISON AVENUE SECURITIES, LLC

CRD#: 23224San Diego, CA 92128

TRUST BUT VERIFY

Monitor Todd Storaska

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors

Paul Avila Neves
Paul NevesAdvisorCheck Check Mark
LPL FINANCIAL LLC
IAR
RR
SAN DIEGO, CA
Alice Ruiz
Alice RuizAdvisorCheck Check Mark
SCHWAB WEALTH ADVISORY, INC.
IAR
RR
San Diego, CA
Nilay Eda Barefield
Nilay BarefieldAdvisorCheck Check Mark
CETERA INVESTMENT ADVISERS LLC
IAR
RR
San Diego, CA
footer-logo
How We Help
Advisor Search
Find Advisors by State
Blog
Glossary
For Advisors
About Us
Help Center
Terms Of UsePrivacy PolicySubscription Policy
Help Center
AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.© 2025 AdvisorCheck, an AIMR Analytics company. All rights reserved.