AM
Anthony J. Madonia
FINANCIAL TRANSPARENCY
Des Plaines, IL 60018
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CRD#: 4473550
AM
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.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Tony Joseph Madonia
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;
CRS (Client Relationship Summary) - RIA
Click below to view Anthony Joseph Madonia'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
July 16, 2018 - Present
FINANCIAL TRANSPARENCY
Office #1: 2700 S. River Road Suite 115, Des Plaines, IL 60018RIA
CRD#: 297713
Des Plaines, IL
Past
December 12, 2016 - September 4, 2018
TRUSTEE EMPOWERMENT & PROTECTION, INC.
RIA
CRD#: 108249
Des Plaines, IL
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. | 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 | BLACKHEATH CAPITAL MANAGEMENT, LLC | BANKLER ADVISORY SERVICES, LLP
CRD#: 297713 / SEC#: 801-113605
RIA
Registered Investment Advisory firm - (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.Highlighted states indicate IAR registrations
IAR
Illinois(7/16/2018)
Current Firm
FT
FINANCIAL TRANSPARENCY
ARISTOTLE ADVISORS, LLC | PEARSON CONSULTANTS, INC. | 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 | BLACKHEATH CAPITAL MANAGEMENT, LLC | BANKLER ADVISORY SERVICES, LLP
CRD#: 297713 / SEC#: 801-113605
RIA
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Contact information
Main Address
Greensboro, NC
Mailing Address
Phone number
(336) 715-3300
Established
Firm type
Fiscal year end
# of Employees
17
SEC notice filing (9 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 500 |
| AUM (Assets Under Management) | $ 306,343,419 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 10/27/2025 | ||
| 11/27/2024 | ||
| 02/27/2024 | ||
| 04/28/2023 |
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.
