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JM

John F. Mifsud

MADISON ADVISORY SERVICES
WHITE PLAINS, NY 10604
CRD#: 8158066
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JM
John Frederick MifsudMADISON ADVISORY SERVICES

Professional summary

John Frederick Mifsud, who also goes by John Mifsud, is a registered financial advisor currently at MADISON ADVISORY SERVICES, INC. located in White Plains, New York and CAMBRIDGE INVESTMENT RESEARCH, INC. located in White Plains, New York.

John is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2025. John has worked at 2 firms and has passed the Series 66, Series 7TO and SIE exams.

Aliases

John Mifsud

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 John Frederick Mifsud'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

March 26, 2026 - Present

MADISON ADVISORY SERVICES, INC.

Office #1: 10 New King St Suite 104, White Plains, NY 10604
RIA
CRD#: 132386
WHITE PLAINS, NY
Current

November 24, 2025 - Present

CAMBRIDGE INVESTMENT RESEARCH, INC.

Office #1: 10 New King St. Ste. 104, White Plains, NY 10604
BD
CRD#: 39543
White Plains, 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".
MA
MADISON ADVISORY SERVICES, INC.
MADISON | MADISON PLANNING GROUP | MADISON PLANNING | MADISON ADVISORY SERVICES, INC.

CRD#: 132386 / SEC#: 801-106492

RIA
Registered Investment Advisory firm - (8/10/2015 Approved)
Florida
Registered Investment Advisory firm - (10/29/2015 Terminated)
New Jersey
Registered Investment Advisory firm - (8/11/2015 Terminated)
New York
Registered Investment Advisory firm - (10/29/2015 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.

Highlighted states indicate IAR registrations

IAR
New York
(3/26/2026)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 2/6/2026
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 11/24/2025
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 10/10/2025
Securities Industry Essentials Examination
SRO Registrations
RR
FINRA

Current Firm

MA
MADISON ADVISORY SERVICES, INC.
MADISON | MADISON PLANNING GROUP | MADISON PLANNING | MADISON ADVISORY SERVICES, INC.

CRD#: 132386 / SEC#: 801-106492

RIA
Registered Investment Advisory firm - (8/10/2015 Approved)
Florida
Registered Investment Advisory firm - (10/29/2015 Terminated)
New Jersey
Registered Investment Advisory firm - (8/11/2015 Terminated)
New York
Registered Investment Advisory firm - (10/29/2015 Terminated)
Loading...

Contact information

Main Address
10 New King St Suite 104, White Plains, NY 10604
Mailing Address
Phone number
(914) 328-8558
Established
Firm type
Fiscal year end
# of Employees
14

SEC notice filing (12 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

ADV PART 2A - MADISION ADVISORY (12/19/2025)

Regulatory assets under management

Total Number of Accounts2,210
AUM (Assets Under Management)$ 428,867,970

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

MADISON ADVISORY SERVICES, INC.

CRD#: 132386White Plains, NY 10604

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