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MS

Madeline Siano-portillo

LPL FINANCIAL
DUBLIN, CA 94568
CRD#: 7570960
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MS
Madeline Siano-portilloLPL FINANCIAL

Professional summary

Madeline Siano-portillo, who also goes by Madeline Siano, is a registered financial professional currently at LPL FINANCIAL LLC located in Dublin, California and INTERNATIONAL ASSETS ADVISORY, LLC located in Danville, California.

Madeline is registered as a RR (Registered Representative) and started their career in finance in 2024. Madeline has worked at 3 firms and has passed the Series 7TO and SIE exams.

Aliases

Madeline Siano

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Madeline Siano-portillo's CRS (Customer Relationship Summary).
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®
None

Experience

Current

May 15, 2025 - Present

LPL FINANCIAL LLC

Office #1: 3 Park Place, Dublin, CA 94568
RIA
BD
CRD#: 6413
DUBLIN, CA
Current

June 30, 2026 - Present

INTERNATIONAL ASSETS ADVISORY, LLC

RIA
BD
CRD#: 10645
DANVILLE, CA
Past

March 18, 2024 - May 15, 2025

CUSO FINANCIAL SERVICES, L.P.

BD
CRD#: 42132
Dublin, CA

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".
IA
INTERNATIONAL ASSETS ADVISORY, LLC
INTERNATIONAL ASSETS ADVISORY CORPORATION | JANSEN WEALTH MANAGEMENT, LLC | INTERNATIONAL ASSETS ADVISORY, LLC

CRD#: 10645 / SEC#: 801-119029, 8-27736

RIA
Registered Investment Advisory firm - SEC (7/21/2020 Approved)
BD
Broker-Dealer Firm Regulated by FINRA (Florida district office)

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

General Industry/Product Exam
RR
Series 7TO
Date: 3/18/2024
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 4/17/2023
Securities Industry Essentials Examination
SRO Registrations
RR
FINRA

Current Firm

IA
INTERNATIONAL ASSETS ADVISORY, LLC
INTERNATIONAL ASSETS ADVISORY CORPORATION | JANSEN WEALTH MANAGEMENT, LLC | INTERNATIONAL ASSETS ADVISORY, LLC

CRD#: 10645 / SEC#: 801-119029, 8-27736

RIA
Registered Investment Advisory firm - SEC (7/21/2020 Approved)
BD
Broker-Dealer Firm Regulated by FINRA (Florida district office)
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Contact information

Main Address
111 North Orange Avenue Suite 1000, Orlando, FL 32801
Mailing Address
111 North Orange Avenue Suite 1000, Orlando, FL 32801
Phone number
(407) 254-1500
Established
Florida since 07/26/2001
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees
3

SEC notice filing (1 States and Territories)

FINRA licenses (52 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)Customer Relationship Summary (CRS / FINRA)Latest Form ADV

Part 2 Brochures

IAA FORM ADV PART 2A 1.30.2025 (1/31/2025)

Direct owners and executive officers

NamePositionCRD#
PECUNIA MANAGEMENT, LLCOWNER
COFRANCESCO, EDWARD RICHARDCEO2305035
HARRIS, KEVIN ANDREFINOP7061906
LAMPMAN, MATTHEW EDWARDPRESIDENT/CHIEF OPERATING OFFICER6132493
MOORE, ANN KATHERINECHIEF BUSINESS DEVELOPMENT OFFICER5535928
NICHOLSON, MYRA PEARLECHIEF LEGAL OFFICER, CHIEF RISK OFFICER2740029
WEINBERGER, DAVID SREGISTERED OPTIONS PRINCIPAL / CHIEF FINANCIAL OFFICER / CHIEF REGULATORY OFFICER2676116
WEISS, RICHARD JAYCHIEF COMPLIANCE OFFICER, CHIEF AML CCO2523174

Disclosures

Regulatory Event8
Arbitration2

Red Flags

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Company Information

INTERNATIONAL ASSETS ADVISORY, LLC

CRD#: 10645Dublin, CA 94568

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