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MS

Madison N. Sharick

MADI MANAGES MONEY LLC
Murrysville, PA
Some features on this profile are disabled
CRD#: 6432194
MS

Professional summary

Madison Nestor Sharick, CFP®, who also goes by Madi Nestor, Madison Marie Nestor, Madi Sharick, is a registered financial advisor currently at MADI MANAGES MONEY LLC located in Murrysville, Pennsylvania and NECTARINE located in Murrysville, Pennsylvania.

Madison is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2016. Madison has worked at 5 firms and has passed the Series 66, SIE, Series 7 and Series 24 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Madi Nestor | Madison Marie Nestor | Madi Sharick

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.
Madison Sharick; not investment-related; private residence in Murrysville, PA; writing/consulting; Freelance Writer/Content Consultant; 04/01/2024; 10 hours per month; 10 hours during trading; freelance writing and content consulting for financial advisors and content creators. Madi Manages Money LLC; Not investment-related; Private residence in Murrysville, PA; Weekly newsletter; Business owner and newsletter author; 07/15/2025; 5 hours per month; 5 hours per month during securities trading hours; Write and send out a weekly educational newsletter and answer personal finance questions.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Madison Nestor Sharick'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®
CFP®

Certified Financial Planner

Start date: 2018

Experience

Current

August 7, 2023 - Present

MADI MANAGES MONEY LLC

RIA
CRD#: 327336
Murrysville, PA
Current

April 12, 2024 - Present

NECTARINE

RIA
CRD#: 327155
Murrysville, PA
Past

January 10, 2018 - July 5, 2022

PNC WEALTH MANAGEMENT LLC

RIA
CRD#: 129052
PITTSBURGH, PA
Past

January 10, 2018 - July 5, 2022

PNC WEALTH MANAGEMENT LLC

BD
CRD#: 129052
PITTSBURGH, PA
Past

November 18, 2016 - January 9, 2018

FRAGASSO FINANCIAL ADVISORS

RIA
CRD#: 123255
PITTSBURGH, PA
Past

March 4, 2016 - December 18, 2017

LPL FINANCIAL LLC

BD
CRD#: 6413
PITTSBURGH, PA

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.

Highlighted states indicate IAR registrations

IAR
Pennsylvania
(8/7/2023)
IAR
Texas
(4/12/2024)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 3/24/2016
Uniform Combined State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 3/4/2016
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 24
Date: 6/29/2020
General Securities Principal Examination

Current Firm

MM
MADI MANAGES MONEY LLC
MADI MANAGES MONEY LLC

CRD#: 327336 / SEC#:

Pennsylvania
Registered Investment Advisory firm - (8/7/2023 Approved)
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Contact information

Main Address
Murrysville, PA
Mailing Address
Phone number
(717) 979-3379
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV

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

MADI MANAGES MONEY LLC

CRD#: 327336Murrysville, PA

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