Michael J. Luton

MADISON ADVISORY SERVICES

WHITE PLAINS, NY 10604

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CRD#: 4796647

Professional summary

Michael James Luton, who also goes by Michael Luton, is a registered financial advisor currently at MADISON ADVISORY SERVICES, INC. located in White Plains, New York and CAMBRIDGE INVESTMENT RESEARCH, INC. located in Fayetteville, New York.

Michael is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2004. Michael has worked at 5 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Michael Luton

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. MADISON ADVISORY SERVICES, INC., 7030 E. Genesee St., Fayetteville NY 13066, United States, 01/08/2013, IAR, RIA Affiliation - other than CIRA, INV REL, 35 HR/MO - 35 HR/MO TRADING 2. MADISON PLANNING GROUP, INC., 7030 E. Genesee St., Fayetteville NY 13066, United States, 10/12/2007, Agent, Insurance/Benefits/Human Resources, INV REL, 4 HR/MO - 4 HR/MO TRADING 3. MICHAEL J. LUTON, CPA, 7030 E. Genesee St., Fayetteville NY 13066, United States, 02/01/2009, Certified Public Accountant, Tax Services, NIR, 8 HR/MO - 2 HR/MO TRADING 4. HOSPICE OF CENTRAL NEW YORK FOUNDATION BOARD, 990 7th North Street, Liverpool NY 13088, United States, 12/28/2010, Board Member, NIR, 1 HR/MO - 1 HR/MO TRADING

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michael James Luton'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

January 8, 2013 - Present

MADISON ADVISORY SERVICES, INC.

Office #1: 10 New King St Suite 104, White Plains, NY 10604

RIA

CRD#: 132386

WHITE PLAINS, NY

Current

July 30, 2025 - Present

CAMBRIDGE INVESTMENT RESEARCH, INC.

Office #1: 7030 E Genesee St. Ste. 104, Fayetteville, NY 13066

CRD#: 39543

Fayetteville, NY

Past

August 2, 2021 - July 30, 2025

LION STREET FINANCIAL, LLC

CRD#: 165828

FAYETTEVILLE, NY

Past

April 26, 2021 - August 5, 2021

OSAIC WEALTH, INC.

RIA

CRD#: 23131

FAYETTEVILLE, NY

Past

October 9, 2007 - August 5, 2021

OSAIC WEALTH, INC.

CRD#: 23131

FAYETTEVILLE, NY

Past

October 13, 2004 - October 4, 2007

A. G. EDWARDS & SONS, INC.

CRD#: 4

DEWITT, 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".

MADISON ADVISORY SERVICES, INC.

MADISON | MADISON PLANNING GROUP | MADISON PLANNING | MADISON ADVISORY SERVICES, INC.

CRD#: 132386 / SEC#: 801-106492

RIA

Registered Investment Advisory firm - (8/10/2015 Approved)

Florida

Registered Investment Advisory firm - (10/29/2015 Terminated)

New Jersey

Registered Investment Advisory firm - (8/11/2015 Terminated)

New York

Registered Investment Advisory firm - (10/29/2015 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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.

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
(7/11/2021)

New York
(7/30/2025)

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. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 66

Date: 10/20/2004

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 10/6/2004

General Securities Representative Examination

SRO Registrations

FINRA

Current Firm

MADISON ADVISORY SERVICES, INC.

MADISON | MADISON PLANNING GROUP | MADISON PLANNING | MADISON ADVISORY SERVICES, INC.

CRD#: 132386 / SEC#: 801-106492

RIA

Registered Investment Advisory firm - (8/10/2015 Approved)

Florida

Registered Investment Advisory firm - (10/29/2015 Terminated)

New Jersey

Registered Investment Advisory firm - (8/11/2015 Terminated)

New York

Registered Investment Advisory firm - (10/29/2015 Terminated)

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Contact information

Main Address

10 New King St Suite 104, White Plains, NY 10604

Mailing Address

Phone number

(914) 328-8558

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (12 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART 2A - MADISION ADVISORY (8/28/2025)

Regulatory assets under management

Total Number of Accounts	2,210
AUM (Assets Under Management)	$ 428,867,970

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.

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Advisor Monitoring

Firm Stability Insights

Michael J. Luton

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michael James Luton's CRS (Customer Relationship Summary).

Certified licenses

Experience

CAMBRIDGE INVESTMENT RESEARCH, INC.

LION STREET FINANCIAL, LLC

OSAIC WEALTH, INC.

OSAIC WEALTH, INC.

A. G. EDWARDS & SONS, INC.

Primary Firm SEC Registration

MADISON ADVISORY SERVICES, INC.

State Registrations and Notice Filings

Exams

Series 66

Date: 10/20/2004

SIE

Date: 10/1/2018

Series 7

Date: 10/6/2004

FINRA

Current Firm

MADISON ADVISORY SERVICES, INC.

Contact information

SEC notice filing (12 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

MADISON ADVISORY SERVICES, INC.

TRUST BUT VERIFY

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