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AS

Angelita M. Sneed

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CRD#: 5357379
AS

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Angelita M Sneed, CFP®, who also goes by Angel M Belanger, Angel Michelle Belanger, Angelita M Belanger, Angelita Michelle Belanger, was a registered financial professional .

Angelita is a previously registered financial professional and started their career in finance in 2007. Angelita had worked at 4 firms and has passed the Series 66, SIE and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Angel M Belanger | Angel Michelle Belanger | Angelita M Belanger | Angelita Michelle Belanger

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)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®

Experience


Past

January 12, 2018 - March 13, 2018

MADDEN ADVISORY SERVICES, INC.

RIA
CRD#: 112607
JACKSONVILLE, FL
Past

December 9, 2011 - May 12, 2017

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA
CRD#: 7691
PONTE VEDRA BEACH, FL
Past

December 9, 2011 - May 12, 2017

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
PONTE VEDRA BEACH, FL
Past

April 11, 2011 - November 8, 2011

B. C. ZIEGLER AND COMPANY

RIA
CRD#: 61
CHICAGO, IL
Past

April 11, 2011 - November 8, 2011

B. C. ZIEGLER AND COMPANY

BD
CRD#: 61
CHICAGO, IL
Past

November 5, 2010 - March 31, 2011

CHASE INVESTMENT SERVICES CORP.

RIA
CRD#: 25574
CHICAGO, IL
Past

November 5, 2010 - March 31, 2011

CHASE INVESTMENT SERVICES CORP.

BD
CRD#: 25574
CHICAGO, IL
Past

November 7, 2007 - October 26, 2010

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA
CRD#: 7691
JACKSONVILLE, FL
Past

September 20, 2007 - October 26, 2010

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
JACKSONVILLE, FL

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".
MA
MADDEN ADVISORY SERVICES, INC.
MADDEN ADVISORY SERVICES, INC. | MONIQUE RENEE MADDEN-BRAY

CRD#: 112607 / SEC#: 801-62774

RIA
Registered Investment Advisory firm - (3/5/2004 Approved)
Florida
Registered Investment Advisory firm - (12/31/2004 Terminated)

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
IAR
Series 66
Date: 11/6/2007
Uniform Combined State Law Examination
General Industry/Product Exam
General Industry/Product Exam

Current Firm


MA
MADDEN ADVISORY SERVICES, INC.
MADDEN ADVISORY SERVICES, INC. | MONIQUE RENEE MADDEN-BRAY

CRD#: 112607 / SEC#: 801-62774

RIA
Registered Investment Advisory firm - (3/5/2004 Approved)
Florida
Registered Investment Advisory firm - (12/31/2004 Terminated)
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Contact information


Main Address
5200 Belfort Road Suite 410, Jacksonville, FL 32256
Mailing Address
Phone number
(904) 296-1127
Established
Firm type
Fiscal year end
# of Employees
5

SEC notice filing (5 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

MADDEN ADVISORY SERVICES INC (3/5/2025)

Regulatory assets under management


Total Number of Accounts781
AUM (Assets Under Management)$ 258,473,238

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.

Company Information


MADDEN ADVISORY SERVICES, INC.

CRD#: 112607

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