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Anthony Joseph Madonia

FINANCIAL TRANSPARENCY
Des Plaines, IL
·CRD# 4473550·9 years experience

Professional Summary

Anthony Joseph Madonia, who also goes by Tony Joseph Madonia, is a registered financial advisor currently at FINANCIAL TRANSPARENCY located in Des Plaines, Illinois. Anthony is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2016. Anthony has worked at 2 firms and has passed the Series 65 exam.

At a Glance

Always Fiduciary

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Tony Joseph Madonia

Blog Corner

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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

9 years in the financial services industry

Current & Past Employments

FINANCIAL TRANSPARENCY·CRD# 297713
RIA
2700 S. River Road Suite 115, Des Plaines, IL 60018
July 16, 2018 - Present
TRUSTEE EMPOWERMENT & PROTECTION, INC.·CRD# 108249
RIA
Des Plaines, IL
December 12, 2016 - September 4, 2018

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Current Firm

FT
FINANCIAL TRANSPARENCY

ARISTOTLE ADVISORS, LLC | PEARSON CONSULTANTS, INC. | PAINT CREEK INVESTMENT ADVISORS | OAK KNOLL CONSULTING SERVICES, LLC | MICHAEL MACDONALD FINANCIAL MANAGEMENT | JOSHUA TREE INVESTMENTS | GIARDINA & BRESETT CONSULTING SERVICES, INC. | GBK FINANCIAL SERVICES, LLC | FINANCIAL TRANSPARENCY | ENVISION FINANCIAL TRANSPARENCY, LLC | EAGLE CAPITAL GROUP, LLC | DOWNTOWN FINANCIAL MANAGEMENT, LLC | DONOHUE CONSULTING GROUP, INC. | CORNERSTONE ADVISORY CONSULTING, LLC | CONDLEY FINANCIAL SERVICES, INC. | CLEAR PERSPECTIVE ADVISORS, LLC | BANKLER ADVISORY SERVICES, LLP

CRD#: 297713 / SEC#: 801-113605
RIA
Registered Investment Advisory firm - SEC (7/13/2018 Approved)

Contact Information

Main Address

Greensboro, NC

Phone Number

(336) 715-3300

# of Employees

16

SEC notice filing (10 States and Territories)

Registered to provide investment advisory services in 10 US states and territories.

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

ADV 2A BROCHURE (7/23/2026)

Regulatory Assets Under Management

Total Number of Accounts

501

AUM (Assets Under Management)

$322,258,950

Accountant Surprise Examination Report

Filing DateForm ADV-E CoverForm ADV-E Report
07/01/2026Cover PageReport
10/27/2025Cover PageReport
11/27/2024Cover PageReport
02/27/2024Cover PageReport

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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.

1.Downtown Family Office Services, LLC non-investment related, 2700 S. River Suite 115, Des Plaines, IL 60018, owner (37.5%), 06/07/2016, 24 hrs/month, advise clients in regards to their small business; 2.Downtown Business Advisors, LLC non-investment related, 2700 S. River Suite 115, Des Plaines, IL 60018, advise clients regarding their small business, owner (37.5%), 06/28/2016, 24 hrs/month, advise clients, draft documents, register agent, etc. 3.President / Owner; Anthony J. Madonia & Assoc., Ltd.; Investment related: No; Location:2700 S. River Road, Suite 115, Des Plaines, IL 60018; Description of the business: Law Firm with 7 attorneys and 16 people in total; Started: 1995-10-3; Hours devoted to business during trading hours: 35; Hours devoted to business outside trading hours: 15; Percentage of total yearly compensation expected to be derived from the business: 95; 4.Principal; Trustee services; Investment related: No; Location:2700 S. River Road, Suite 115, Des Plaines, IL 60018; Description of the business: Provide trustee services for a few law firm clients; Started: 2015-01-01;Hours devoted to business during trading hours: 2; Hours devoted to business outside trading hours: 4; Percentage of total yearly compensation expected to be derived from the business: 3;

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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".
FT
FINANCIAL TRANSPARENCY

ARISTOTLE ADVISORS, LLC | PEARSON CONSULTANTS, INC. | PAINT CREEK INVESTMENT ADVISORS | OAK KNOLL CONSULTING SERVICES, LLC | MICHAEL MACDONALD FINANCIAL MANAGEMENT | JOSHUA TREE INVESTMENTS | GIARDINA & BRESETT CONSULTING SERVICES, INC. | GBK FINANCIAL SERVICES, LLC | FINANCIAL TRANSPARENCY | ENVISION FINANCIAL TRANSPARENCY, LLC | EAGLE CAPITAL GROUP, LLC | DOWNTOWN FINANCIAL MANAGEMENT, LLC | DONOHUE CONSULTING GROUP, INC. | CORNERSTONE ADVISORY CONSULTING, LLC | CONDLEY FINANCIAL SERVICES, INC. | CLEAR PERSPECTIVE ADVISORS, LLC | BANKLER ADVISORY SERVICES, LLP

CRD#: 297713 / SEC#: 801-113605
RIA
Registered Investment Advisory firm - SEC (7/13/2018 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.
IAR
Illinois
(7/16/2018)

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.

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 Dec 2016About the Series 65 exam

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CRS (Client Relationship Summary) - RIA

Click below to view Anthony Joseph Madonia's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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