Brandon L. Bouchereau

MADISON AVENUE SECURITIES

Miramar Beach, FL

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CRD#: 5199163

Professional summary

Brandon L Bouchereau, who also goes by Brandon Lloyd Bouchereau, Brandon Bouchereau, is a registered financial advisor currently at MADISON AVENUE SECURITIES, LLC located in Miramar Beach, Florida.

Brandon is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2006. Brandon has worked at 9 firms and has passed the Series 66, SIE and Series 7 exams.

Aliases

Brandon Lloyd Bouchereau | Brandon Bouchereau

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) - RIA

Click below to view Brandon L Bouchereau's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

CRS (Client Relationship Summary) - BD

Click below to view Brandon L Bouchereau'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

July 10, 2026 - Present

MADISON AVENUE SECURITIES, LLC

RIA

CRD#: 23224

Miramar Beach, FL

Current

July 9, 2026 - Present

MADISON AVENUE SECURITIES, LLC

RIA

CRD#: 23224

Miramar Beach, FL

Past

February 26, 2025 - June 26, 2026

ONEAMERICA SECURITIES, INC.

RIA

CRD#: 4173

Fort Walton Beach, FL

Past

February 25, 2025 - June 26, 2026

ONEAMERICA SECURITIES, INC.

CRD#: 4173

Fort Walton Beach, FL

Past

April 20, 2023 - January 16, 2025

MML INVESTORS SERVICES, LLC

RIA

CRD#: 10409

SHALIMAR, FL

Past

April 18, 2023 - January 16, 2025

MML INVESTORS SERVICES, LLC

CRD#: 10409

SHALIMAR, FL

Past

January 21, 2014 - March 31, 2023

CETERA INVESTMENT ADVISERS LLC

RIA

CRD#: 105644

BATON ROUGE, LA

Past

October 11, 2013 - January 21, 2014

CETERA INVESTMENT SERVICES LLC

RIA

CRD#: 15340

BATON ROUGE, LA

Past

October 11, 2013 - March 31, 2023

CETERA INVESTMENT SERVICES LLC

CRD#: 15340

BATON ROUGE, LA

Past

May 27, 2010 - October 29, 2013

LPL FINANCIAL LLC

RIA

CRD#: 6413

BATON ROUGE, LA

Past

May 27, 2010 - October 29, 2013

LPL FINANCIAL LLC

CRD#: 6413

BATON ROUGE, LA

Past

October 8, 2007 - June 1, 2010

CHASE INVESTMENT SERVICES CORP.

RIA

CRD#: 25574

BATON ROUGE, LA

Past

October 8, 2007 - June 1, 2010

CHASE INVESTMENT SERVICES CORP.

CRD#: 25574

BATON ROUGE, LA

Past

February 13, 2007 - October 12, 2007

MSI FINANCIAL SERVICES, INC.

RIA

CRD#: 14251

BATON ROUGE, LA

Past

November 17, 2006 - July 9, 2007

METROPOLITAN LIFE INSURANCE COMPANY

CRD#: 4095

METAIRIE, LA

Past

November 17, 2006 - October 12, 2007

MSI FINANCIAL SERVICES, INC.

CRD#: 14251

BATON ROUGE, LA

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 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)

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.

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

Florida
(7/15/2026)

IAR

Florida
(7/15/2026)

Texas
(7/10/2026)

IAR

Texas
(7/10/2026)

Virginia
(7/15/2026)

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

Exams

State Security Law Exam

IAR

Series 66

Date: 7/25/2008

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: 11/16/2006

General Securities Representative Examination

SRO Registrations

FINRA

Current Firm

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)

Broker-Dealer Firm Regulated by FINRA (Los Angeles district office)

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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

SEC notice filing (50 States and Territories)

FINRA licenses (53 States and Territories)

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

Name	Position	CRD#
KT EQUITY PARTNERS II, LLC	DIRECT OWNER
CALLANAN, DAVID JAMES	MANAGER	4237166
FIXSEN, VILAYPHONE	CHIEF OPERATING OFFICER	4585926
JENSEN, GAIL MARIE	DEPUTY CHIEF COMPLIANCE OFFICER	1943705
MCNEES, MARTIN WILLIAM	PRESIDENT	3168410
PIERSON, MELISSA KAY	CHIEF COMPLIANCE OFFICER	1685017
WOODS, SANDRA ANN	FINOP	6200533

Regulatory assets under management

Total Number of Accounts	14,100
AUM (Assets Under Management)	$ 2,038,801,712

Disclosures

Regulatory Event	8
Arbitration	1

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

Brandon L. Bouchereau

Professional summary

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Brandon L Bouchereau's CRS (Customer Relationship Summary).

CRS (Client Relationship Summary) - BD

Click below to view Brandon L Bouchereau's CRS (Customer Relationship Summary).

Certified licenses

Experience

MADISON AVENUE SECURITIES, LLC

ONEAMERICA SECURITIES, INC.

ONEAMERICA SECURITIES, INC.

MML INVESTORS SERVICES, LLC

MML INVESTORS SERVICES, LLC

CETERA INVESTMENT ADVISERS LLC

CETERA INVESTMENT SERVICES LLC

CETERA INVESTMENT SERVICES LLC

LPL FINANCIAL LLC

LPL FINANCIAL LLC

CHASE INVESTMENT SERVICES CORP.

CHASE INVESTMENT SERVICES CORP.

MSI FINANCIAL SERVICES, INC.

METROPOLITAN LIFE INSURANCE COMPANY

MSI FINANCIAL SERVICES, INC.

Primary Firm SEC Registration

MADISON AVENUE SECURITIES, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 7/25/2008

SIE

Date: 10/1/2018

Series 7

Date: 11/16/2006

FINRA

Current Firm

MADISON AVENUE SECURITIES, LLC

Contact information

SEC notice filing (50 States and Territories)

FINRA licenses (53 States and Territories)

Documents

Part 2 Brochures

Direct owners and executive officers

Regulatory assets under management

Disclosures

Red Flags

Company Information

MADISON AVENUE SECURITIES, LLC

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