EN
Eric A. Nelkin
MADISON GLOBAL ADVISORS LLC
Hauppauge, NY 11788
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CRD#: 7553957
EN
Professional summary
Eric Alex Nelkin is a registered financial advisor currently at MADISON GLOBAL ADVISORS LLC located in Hauppauge, New York and MADISON GLOBAL PARTNERS LLC located in Hauppauge, New York.
Eric is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2023. Eric has worked at 2 firms and has passed the Series 66, Series 7TO and SIE exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
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 Global Insurance Agency, 350 Motor Parkway,Hauppauge, NY. Non investment related On an as needed basis. U Need It We Got It Services Inc. 26 Cedar branch St. Middle Island NY 11953. Not investment related on an as needed basis
CRS (Client Relationship Summary) - RIA
Click below to view Eric Alex Nelkin'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
July 17, 2024 - Present
MADISON GLOBAL ADVISORS LLC
Office #1: 350 Motor Parkway Suite 205, Hauppauge, NY 11788RIA
CRD#: 288894
Hauppauge, NY
Current
September 27, 2023 - Present
MADISON GLOBAL PARTNERS LLC
Office #1: 350 Vanderbilt Motor Parkway, Suite 205, Hauppauge, NY 11788BD
CRD#: 285406
Hauppauge, NY
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".
MG
MADISON GLOBAL ADVISORS LLC
MADISON GLOBAL ADVISORS LLC | MADISON GLOBAL PARTNERS LLC
CRD#: 288894 / SEC#: 801-125976
RIA
Registered Investment Advisory firm - (8/19/2022 Approved)Florida
Registered Investment Advisory firm - (9/7/2022 Terminated)New Jersey
Registered Investment Advisory firm - (9/30/2022 Terminated)New York
Registered Investment Advisory firm - (9/7/2022 Terminated)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
IAR
California(4/2/2025)
RR
Florida(7/17/2024)
RR
New York(7/17/2024)
IAR
New York(7/17/2024)
RR
North Carolina(7/17/2024)
Exams
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 9/27/2023
General Securities Representative ExaminationGeneral Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
MG
MADISON GLOBAL ADVISORS LLC
MADISON GLOBAL ADVISORS LLC | MADISON GLOBAL PARTNERS LLC
CRD#: 288894 / SEC#: 801-125976
RIA
Registered Investment Advisory firm - (8/19/2022 Approved)Florida
Registered Investment Advisory firm - (9/7/2022 Terminated)New Jersey
Registered Investment Advisory firm - (9/30/2022 Terminated)New York
Registered Investment Advisory firm - (9/7/2022 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
350 Motor Parkway Suite 205, Hauppauge, NY 11788
Mailing Address
Phone number
(631) 240-4155
Established
Firm type
Fiscal year end
# of Employees
5
SEC notice filing (4 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 178 |
| AUM (Assets Under Management) | $ 80,400,000 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
