Madison Taylor Wilhelm
Professional Summary
Madison Taylor Wilhelm is a registered financial advisor currently at M. E. ALLISON & CO., INC. located in San Antonio, Texas. Madison is registered as a RR (Registered Representative) and started their career in finance in 2026. Madison has worked at 1 firm and has passed the Series 7TO and SIE exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
There are no additional aliases reported.
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Videos & Posts
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Contact Information
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Disclosures on record.
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Years of Experience
1 years in the financial services industry
Current & Past Employments
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Current Firm
M. E. ALLISON & CO., INC.
Contact Information
Main Address
950 East Basse Road Second Floor, San Antonio, TX 78209Mailing Address
950 East Basse Road Second Floor, San Antonio, TX 78209-1831Phone Number
(210) 930-4000Established
Texas since 03/09/1946Firm Type
CorporationFiscal Year End
DecemberFirm Size
Small# of Employees
12SEC notice filing (2 States and Territories)
Registered to provide investment advisory services in 2 US states and territories.
FINRA licenses (17 States and Territories)
Registered to provide investment advisory services in 2 US states and territories.
Documents
Part 2 Brochures
Direct owners and executive officers
Regulatory Assets Under Management
Total Number of Accounts
499AUM (Assets Under Management)
$366,385,125Disclosures
Regulatory Event
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
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Primary Firm SEC Registration
M. E. ALLISON & CO., INC.
State Registrations and Notice Filings
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
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
SRO Registrations
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CRS (Client Relationship Summary) - BD
Click below to view Madison Taylor Wilhelm's CRS (Customer Relationship Summary).
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