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MADISON GLOBAL ADVISORS LLC

HAUPPAUGE, NY · CRD 288894 · IAPD ↗ · 631-240-4155

$71.4MRegulatory AUM
8Advisory reps
8Employees
0Clients
101-250Planning clients
0Private funds
4States
1Disclosures
wealthSegment
ApprovedSEC status

Filing changes

68
May 2026 — MADISON GLOBAL ADVISORS LLC grew from 5 to 8 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
42
April 2025 — MADISON GLOBAL ADVISORS LLC notice-filed in CA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
64
April 2025 — MADISON GLOBAL ADVISORS LLC reported RAUM up 45% ($55.4M -> $80.4M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.