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Stephanos Vitoratos

CRD# 5723628·Registered 2009 - 2026
Previously Registered: Being a previously registered professional could mean that Stephanos 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.

Professional Summary

Stephanos Vitoratos, who also goes by Stephanos VItoratos, Steven Vitoratos, was a registered financial advisor. Stephanos was a previously registered financial professional and started their career in finance 2009 - 2026. Stephanos had worked at 10 firms and has passed the Series 66, SIE and Series 7 exams.

At a Glance

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Fiduciary Standard

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Fee Structure

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Account Minimum

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Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Stephanos Vitoratos, Steven Vitoratos

Blog Corner

More Resources

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

No current employment

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

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

Past

MADISON PARTNERSPast·CRD# 305824
RIA
Parsippany, NJ
March 19, 2026 - July 23, 2026
NAVALIGN, LLCPast·CRD# 119919
RIA
Parsippany, NJ
October 8, 2025 - January 21, 2026
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLCPast·CRD# 20472
RIA
Roseland, NJ
June 30, 2023 - March 17, 2025
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLCPast·CRD# 20472
BD
Roseland, NJ
June 29, 2023 - March 17, 2025
HARRISDIRECT LLCPast·CRD# 42159
RIA
Morristown, NJ
January 21, 2016 - March 15, 2022
E*TRADE SECURITIES LLCPast·CRD# 29106
BD
Morristown, NJ
January 7, 2016 - March 15, 2022
TD AMERITRADE, INC.Past·CRD# 7870
RIA
New York, NY
June 13, 2014 - December 3, 2015
TD AMERITRADE INVESTMENT MANAGEMENT, LLCPast·CRD# 111514
RIA
New York City, NY
June 13, 2014 - December 3, 2015
TD AMERITRADE, INC.Past·CRD# 7870
BD
New York, NY
June 12, 2014 - December 3, 2015
EDWARD JONESPast·CRD# 250
BD
Rockaway Park, NY
August 15, 2012 - April 4, 2013
EDWARD JONESPast·CRD# 250
RIA
Rockaway Park, NY
August 7, 2012 - April 4, 2013
JOSEPH GUNNAR & CO. LLCPast·CRD# 24795
RIA
New York, NY
January 18, 2011 - January 27, 2012
JOSEPH GUNNAR & CO. LLCPast·CRD# 24795
BD
New York, NY
January 18, 2011 - January 27, 2012
TRIDENT PARTNERS LTD.Past·CRD# 41258
BD
Woodbury, NY
October 19, 2009 - July 28, 2010

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Current Firm

MP
MADISON PARTNERS

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

CRD#: 305824 / SEC#: 801-118168
RIA
Registered Investment Advisory firm - SEC (3/4/2020 Approved)

Contact Information

Main Address

1502 W Broadway Suite 301, Madison, WI 53713

Phone Number

(608) 210-1021

# of Employees

17

SEC notice filing (27 States and Territories)

Registered to provide investment advisory services in 27 US states and territories.

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

MADISON PARTNERS DISCLOSURE BROCHURE AND BROCHURE SUPPLEMENTS (7/8/2026)

Regulatory Assets Under Management

Total Number of Accounts

6,213

AUM (Assets Under Management)

$1,303,110,029

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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.

Protos Strategic Investments LLC Parsippany, NJ Owners Personal Trading Activity Since 03/2022 Not Investment Related Varifi Capital LLC Parsippany, NJ Owners Personal Trading Activity Since 07/2022 Not Investment Related

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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".
MP
MADISON PARTNERS

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

CRD#: 305824 / SEC#: 801-118168
RIA
Registered Investment Advisory firm - SEC (3/4/2020 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.
This advisor is not registered in any state.

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

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 66 — Uniform Combined State Law Examination

Passed Nov 2009About the Series 66 exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 7 — General Securities Representative Examination

Passed Oct 2009About the Series 7 exam

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CRS (Client Relationship Summary)

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

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