Daniel Machado

MADISON PARTNERS

MIAMI, FL

Some features on this profile are disabled

CRD#: 4996369

Professional summary

Daniel Machado is a registered financial advisor currently at MADISON PARTNERS located in Miami, Florida.

Daniel is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2005. Daniel has worked at 7 firms and has passed the Series 66, SIE, Series 31 and Series 7 exams.

At a Glance

Always Fiduciary

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.

Independent Insurance Agent While Daniel Machado is a licensed insurance agent with various insurance companies, Madison Partners prohibits Daniel Machado from selling insurance to and generating commissions from Madison Partners' clients according to firm policy.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Daniel Machado'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

September 4, 2026 - Present

MADISON PARTNERS

RIA

CRD#: 305824

MIAMI, FL

Past

July 22, 2013 - May 20, 2026

J.P. MORGAN SECURITIES LLC

RIA

CRD#: 79

MIAMI, FL

Past

July 15, 2013 - May 20, 2026

J.P. MORGAN SECURITIES LLC

CRD#: 79

MIAMI, FL

Past

July 9, 2013 - July 16, 2013

AVANTAX ADVISORY SERVICES

RIA

CRD#: 104556

MIAMI BEACH, FL

Past

May 29, 2013 - July 16, 2013

AVANTAX INVESTMENT SERVICES, INC.

CRD#: 13686

MIAMI BEACH, FL

Past

June 15, 2006 - June 16, 2011

TD AMERITRADE, INC.

RIA

CRD#: 7870

CORAL GABLES, FL

Past

June 15, 2006 - June 16, 2011

TD AMERITRADE INVESTMENT MANAGEMENT, LLC

RIA

CRD#: 111514

MIAMI, FL

Past

June 14, 2006 - June 16, 2011

TD AMERITRADE, INC.

CRD#: 7870

CORAL GABLES, FL

Past

October 11, 2005 - June 6, 2006

MORGAN STANLEY DW INC.

RIA

CRD#: 7556

MIAMI, FL

Past

September 12, 2005 - June 6, 2006

MORGAN STANLEY DW INC.

CRD#: 7556

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".

MADISON PARTNERS

MADISON PARTNERS | MADISON WEALTH PARTNERS, INC. | MADISON PARTNERS LLC

CRD#: 305824 / SEC#: 801-118168

RIA

Registered Investment Advisory firm - (3/4/2020 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

Florida
(9/4/2026)

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

State Security Law Exam

IAR

Series 66

Date: 10/7/2005

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 31

Date: 10/19/2005

Futures Managed Funds Examination

General Industry/Product Exam

Series 7

Date: 9/8/2005

General Securities Representative Examination

Current Firm

MADISON PARTNERS

MADISON PARTNERS | MADISON WEALTH PARTNERS, INC. | MADISON PARTNERS LLC

CRD#: 305824 / SEC#: 801-118168

RIA

Registered Investment Advisory firm - (3/4/2020 Approved)

PREMIUM

Stay ahead of every change that matters. Proactive intelligence on your advisors, before issues escalate.

Biweekly Pulse, AutomaticallyScheduled alerts keep you informed without lifting a finger.

Catch Firm Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

1502 W Broadway Suite 301, Madison, WI 53713

Mailing Address

Phone number

(608) 210-1021

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (20 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

MADISON PARTNERS DISCLOSURE BROCHURE AND BROCHURE SUPPLEMENTS (1/5/2026)

Regulatory assets under management

Total Number of Accounts	6,213
AUM (Assets Under Management)	$ 1,303,110,029

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.

Similar Advisors

Guy Peel

OSAIC WEALTH, INC.

IAR

HELENA, MT

Mark Brown

AUSDAL FINANCIAL PARTNERS, INC.

IAR

ESTERO, FL

Jeffrey Meotti

MORGAN STANLEY

IAR

MADISON, CT

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Daniel Machado

Professional summary

At a Glance

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Daniel Machado's CRS (Customer Relationship Summary).

Certified licenses

Experience

J.P. MORGAN SECURITIES LLC

J.P. MORGAN SECURITIES LLC

AVANTAX ADVISORY SERVICES

AVANTAX INVESTMENT SERVICES, INC.

TD AMERITRADE, INC.

TD AMERITRADE INVESTMENT MANAGEMENT, LLC

TD AMERITRADE, INC.

MORGAN STANLEY DW INC.

MORGAN STANLEY DW INC.

Primary Firm SEC Registration

MADISON PARTNERS

State Registrations and Notice Filings

Exams

Series 66

Date: 10/7/2005

SIE

Date: 10/1/2018

Series 31

Date: 10/19/2005

Series 7

Date: 9/8/2005

Current Firm

MADISON PARTNERS

Contact information

SEC notice filing (20 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

MADISON PARTNERS

TRUST BUT VERIFY

Similar Advisors