Madeleine J. Hubbard

COMPASS FINANCIAL ADVISORY SERVICES

Ormond Beach, FL 32174

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CRD#: 8014742

Professional summary

Madeleine Johanna Hubbard is a registered financial advisor currently at COMPASS FINANCIAL ADVISORY SERVICES, LLC located in Ormond Beach, Florida.

Madeleine is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2025. Madeleine has worked at 1 firm and has passed the Series 65 exam.

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Madeleine Johanna Hubbard'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

June 5, 2025 - Present

COMPASS FINANCIAL ADVISORY SERVICES, LLC

Office #1: 880 Airport Road, Suite 112a, Ormond Beach, FL 32174

RIA

CRD#: 316843

Ormond Beach, 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".

COMPASS FINANCIAL ADVISORY SERVICES, LLC

COMPASS FINANCIAL ADVISORY GROUP | COMPASS FINANCIAL ADVISORY SERVICES, LLC | COMPASS FINANCIAL ADVISORY GROUP, LLC

CRD#: 316843 / SEC#: 801-123037

RIA

Registered Investment Advisory firm - (1/13/2022 Approved)

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

Florida
(6/5/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 5/30/2025

Uniform Investment Adviser Law Examination

Current Firm

COMPASS FINANCIAL ADVISORY SERVICES, LLC

COMPASS FINANCIAL ADVISORY GROUP | COMPASS FINANCIAL ADVISORY SERVICES, LLC | COMPASS FINANCIAL ADVISORY GROUP, LLC

CRD#: 316843 / SEC#: 801-123037

RIA

Registered Investment Advisory firm - (1/13/2022 Approved)

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Contact information

Main Address

880 Airport Road, Suite 112a, Ormond Beach, FL 32174

Mailing Address

Phone number

(386) 673-5191

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (9 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

COMPASS FINANCIAL ADVISORY GROUP - DISCLOSURE BROCHURE (7/14/2025)

Regulatory assets under management

Total Number of Accounts	941
AUM (Assets Under Management)	$ 443,752,515

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.

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Madeleine J. Hubbard

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Madeleine Johanna Hubbard's CRS (Customer Relationship Summary).

Certified licenses

Experience

COMPASS FINANCIAL ADVISORY SERVICES, LLC

Primary Firm SEC Registration

COMPASS FINANCIAL ADVISORY SERVICES, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 5/30/2025

Current Firm

COMPASS FINANCIAL ADVISORY SERVICES, LLC

Contact information

SEC notice filing (9 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

COMPASS FINANCIAL ADVISORY SERVICES, LLC

TRUST BUT VERIFY

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