TL
Todd J. Labellman
MADISON AVENUE SECURITIES
Winter Park, FL 32789
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CRD#: 6281622
TL
Professional summary
Todd Jonathan Labellman, who also goes by Todd J. Labellman, is a registered financial advisor currently at MADISON AVENUE SECURITIES, LLC located in Winter Park, Florida.
Todd is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2014. Todd has worked at 2 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Todd J. Labellman
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.
1)NAME: ANDERS & ANDERS FINANCIAL GROUP, INC.; INV RELATED: YES; ADDRESS: 124 E. WELBOURNE AVE., WINTER PARK, FL 32789; NATURE: SECURITIES AND INSURANCE SALES; POSITION:REGISTERED REP; START DATE: 07/2016; HOURS/MONTH: 40; TRADING HOURS/MONTH: 40; DUTIES: SECURITIES AND INSURANCE SALES. 2)LABELLE FUR CO-351 N. ORANGE AVE, ORLANDO, FL 32801; NON-INVESTMENT RELATED; RETAIL OUTERWEAR SALES; OWNER; START DATE 09/02; 80 HRS/MNTH; 60 HRS/MNTH DURING TRADING; MANAGEMENT. 3)NAME: IIAA AGENCY ADMINISTRATIVE SERVICES INC.; INV RELATED: YES; ADDRESS:127 SOUTH PEYTON STREET, ALEXANDRIA, VA 22314; NATURE:PROPERTY AND CASUALTY INSURANCE AGGREGATOR; POSITION: INDEPENDENT AGENT; START DATE:03/23/2017; HOURS/MONTH:30; TRADING HOURS/MONTH:20; DUTIES:INSURANCE SALES. 4)NAME: FAIA; INV RELATED: NO; ADDRESS:3159 SHAMROCK SOUTH TALLAHASSEE, FL 32309; NATURE:IT IS AN ASSOCIATION OF INDEPENDENT INSURANCE AGENTS; POSITION: INDEPENDENT AGENT; START DATE:07/01/2017; HOURS/MONTH:40; TRADING HOURS/MONTH:20; DUTIES:IT IS AN ASSOCIATION I USE AS AN AGGREGATOR FOR HOME OWNERS AND PERSONAL UMBRELLA POLICIES. 5)NAME: ORANGE AVENUE PARKING, INC; ADDRESS: 353 N. ORANGE AVENUE, ORLANDO, FL 32801; INVESTMENT REALTED: NO; POSITION: DIRECTOR: DUTIES: HELPING WITH THE FINANCIAL MANAGEMENT OF THE PARKING LOT; HOURS PER WEEK: 2 HOURS; START DATE: 4/10/2012
CRS (Client Relationship Summary) - RIA
Click below to view Todd Jonathan Labellman's CRS (Customer Relationship Summary).
CRS (Client Relationship Summary) - BD
Click below to view Todd Jonathan Labellman's 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®
NoneExperience
Current
August 2, 2016 - Present
MADISON AVENUE SECURITIES, LLC
Office #1: 124 E. Welbourne Ave., Winter Park, FL 32789RIA
BD
CRD#: 23224
Winter Park, FL
Current
July 25, 2016 - Present
MADISON AVENUE SECURITIES, LLC
Office #1: 124 E. Welbourne Ave., Winter Park, FL 32789RIA
BD
CRD#: 23224
Winter Park, FL
Past
September 24, 2015 - July 28, 2016
PLANMEMBER SECURITIES CORPORATION
RIA
CRD#: 11869
MAITLAND, FL
Past
March 12, 2014 - July 28, 2016
PLANMEMBER SECURITIES CORPORATION
BD
CRD#: 11869
MAITLAND, 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
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 them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Florida(7/25/2016)
IAR
Florida(8/2/2016)
RR
Georgia(12/9/2020)
RR
Idaho(9/24/2018)
RR
Nevada(2/3/2021)
RR
Ohio(9/20/2023)
RR
South Carolina(5/16/2025)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
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)
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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
93
SEC notice filing (50 States and Territories)
FINRA licenses (53 States and Territories)
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| KT EQUITY PARTNERS II, LLC | DIRECT OWNER | |
| CALLANAN, DAVID JAMES | MEMBER | 4237166 |
| FIXSEN, VILAYPHONE | CHIEF OPERATING OFFICER | 4585926 |
| FOSTER, CODY GRANT | MEMBER | 4237075 |
| JENSEN, GAIL MARIE | DEPUTY CHIEF COMPLIANCE OFFICER | 1943705 |
| MCNEES, MARTIN WILLIAM | PRESIDENT | 3168410 |
| METCALFE, INC. | OWNER | |
| PIERSON, MELISSA KAY | CHIEF COMPLIANCE OFFICER | 1685017 |
| SCHENDEL, JENNIFER | MEMBER | 6136948 |
| 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.
Company Information
MADISON AVENUE SECURITIES, LLC
CRD#: 23224Winter Park, FL 32789TRUST BUT VERIFY
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