Donald L Anders

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Contact Information

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Disclosures on record.

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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Years of Experience

17 years registered in the securities industry

Current & Past Employments

Current

MADISON AVENUE SECURITIES, LLCCurrent·CRD# 23224

RIA

BD

124 E. Welbourne Ave., Winter Park, FL 32789

August 1, 2016 - Present

MADISON AVENUE SECURITIES, LLCCurrent·CRD# 23224

RIA

BD

124 E. Welbourne Ave., Winter Park, FL 32789

July 25, 2016 - Present

Past

PLANMEMBER SECURITIES CORPORATIONPast·CRD# 11869

RIA

Maitland, FL

April 11, 2014 - July 28, 2016

PLANMEMBER SECURITIES CORPORATIONPast·CRD# 11869

BD

Maitland, FL

March 26, 2009 - July 28, 2016

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Current Firm

MA

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)

BD

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

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

125

SEC notice filing (50 States and Territories)

Registered to provide investment advisory services in 50 US states and territories.

FINRA licenses (53 States and Territories)

Registered to provide investment advisory services in 50 US 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 (3/31/2026)

MADISON AVENUE SECURITIES FORM ADV PART 2A APPENDIX I - WRAP FEE (3/31/2026)

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
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

14,099

AUM (Assets Under Management)

$2,019,427,633

Disclosures

Regulatory Event

8

Arbitration

1

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Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

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.) NAME: ANDERS RETIREMENT & INVESTMENT ADVISORS, INC; INV RELATED: YES; ADDRESS: 124 E. WELBOURNE AVE., WINTER PARK, FL 32789; NATURE: INSURANCE AND SECURITIES SALES; POSITION: PRESIDENT; START DATE: 12/2019; HOURS/MONTH: 120; TRADING HOURS/MONTH: 120; DUTIES: PRESIDENT (2.) NAME: ADVISORS PLATFORM; INV RELATED:NO; ADDRESS:124 E. WELBOURNE AVE., WINTER PARK, FL 32789; NATURE:MARKETING CONSULTING; POSITION:PRESIDENT; START DATE:11/2017; HOURS/MONTH:50; TRADING HOURS/MONTH:30; DUTIES:MANAGEMENT/MARKETING (3.) NAME: ANDERS & ANDERS FINANCIAL GROUP; ADDRESS: 315 LIVE OAK STREET, NEW SMYRNA BEACH, FL 32168; INVESTMENT RELATED: YES; POSITION: ADVISOR, MARKETING, OWNER; DUTIES: ADVISOR, MARKETING: HOURS PER WEEK: 5 HOURS; START DATE: 01/2017

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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

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)

BD

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.

RR

indicates the advisor is registered as a Registered Representative in this state, allowing securities offerings such as stocks, bonds, and mutual funds through a broker-dealer.

RR

Alabama
(10/20/2023)

RR

Florida
(7/25/2016)

IAR

Florida
(8/1/2016)

RR

Georgia
(7/25/2016)

RR

Louisiana
(12/3/2024)

RR

Nevada
(7/25/2016)

RR

New Hampshire
(8/12/2026)

RR

North Carolina
(4/26/2018)

RR

Ohio
(2/13/2018)

RR

Vermont
(1/9/2017)

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.