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MH

Madeleine M. Hall

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CRD#: 6682624
MH

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.

Madeleine M Hall, who also goes by Madeleine Hall, was a registered financial professional .

Madeleine is a previously registered financial professional and started their career in finance in 2018. Madeleine had worked at 6 firms and has passed the Series 66, SIE and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Madeleine Hall

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 of Business: Concurrent Advisors Address: 12240 Inwood Rd Ste 200, Dallas, TX, 75244, United States Activity Type: Support Company - Non Owner Position/Title: Other Investment Related: Yes Start Date: 12/01/2020 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Shared resources network (2)Name of Business: Fontana Financial Address: 12240 Inwood Rd Ste 200, Dallas, TX, 75244, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: Yes Start Date: 12/01/2020 Hours per month devoted to this business: 21-40 Hours per month devoted to this business during trading hours: 21-40 Description of duties: Client Communications and Relations (3)Name of Business: The Wine Authority Address: 508 W Lookout Dr st. 24, Richardson, TX, 75080, United States Activity Type: Part-Time Activity/Employment Position/Title: Associate/Employee Investment Related: No Start Date: 06/04/2022 Hours per month devoted to this business: 11-20 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Wine Tasting Bartender @ The Wine Authority \n\nevenings 2-4 Saturdays per month (4)Name of Business: Wealth Partners Alliance Address: 12240 Inwood Rd Ste 200, Dallas, TX, 75244, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: Yes Start Date: 12/01/2020 Hours per month devoted to this business: 21-40 Hours per month devoted to this business during trading hours: 21-40 Description of duties: Client Relations and Communications

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®
None

Experience


Past

January 11, 2023 - April 26, 2024

VAQUERO PRIVATE WEALTH, LTD.

RIA
CRD#: 305266
DALLAS, TX
Past

November 16, 2020 - January 9, 2023

RAYMOND JAMES FINANCIAL SERVICES, INC.

BD
CRD#: 6694
DALLAS, TX
Past

November 13, 2020 - January 9, 2023

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

RIA
CRD#: 149018
Dallas, TX
Past

December 13, 2018 - September 13, 2019

FIRST ALLIED ADVISORY SERVICES, INC.

RIA
CRD#: 137888
Austin, TX
Past

December 12, 2018 - September 13, 2019

FIRST ALLIED SECURITIES, INC.

BD
CRD#: 32444
AUSTIN, TX
Past

February 10, 2018 - November 13, 2018

CHARLES SCHWAB & CO., INC.

RIA
CRD#: 5393
Indianapolis, IN
Past

January 18, 2018 - November 13, 2018

CHARLES SCHWAB & CO., INC.

BD
CRD#: 5393
Indianapolis, IN

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".
VP
VAQUERO PRIVATE WEALTH, LTD.
VAQUERO PRIVATE WEALTH, LLC | VAQUERO PRIVATE WEALTH, LTD.

CRD#: 305266 / SEC#: 801-117364

RIA
Registered Investment Advisory firm - (9/20/2019 Approved)

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: 2/10/2018
Uniform Combined State Law Examination
General Industry/Product Exam
General Industry/Product Exam

Current Firm


VP
VAQUERO PRIVATE WEALTH, LTD.
VAQUERO PRIVATE WEALTH, LLC | VAQUERO PRIVATE WEALTH, LTD.

CRD#: 305266 / SEC#: 801-117364

RIA
Registered Investment Advisory firm - (9/20/2019 Approved)
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Contact information


Main Address
8111 Douglas Avenue Suite 1350, Dallas, TX 75225
Mailing Address
Phone number
(214) 269-7855
Established
Firm type
Fiscal year end
# of Employees
9

SEC notice filing (2 States and Territories)


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Documents


Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

VAQUERO PRIVATE WEALTH ADV 2A (7/14/2025)

Regulatory assets under management


Total Number of Accounts682
AUM (Assets Under Management)$ 798,554,146

Accountant surprise examination report


Filing DateForm ADV-E CoverForm ADV-E Report
10/09/2025
Cover Page
11/26/2024
04/02/2024

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


VAQUERO PRIVATE WEALTH, LTD.

CRD#: 305266

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