Anton Gerdes
Anton Gerdes is a registered investment advisor at Madison Global Advisors LLC, based in Hauppauge, NY, with 43 years of industry experience. Anton operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 178 clients with $80M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
The fee charged by MGA is 2% or less annually for advisory clients. We consider account size, investment objectives, and services required in determining our fee.
Fee Estimator
Location
350 Motor Parkway, Suite 205, Hauppauge, NY, 11788
Get directionsHistory
Regulatory History (1)
Customer Dispute
March 2019Other Business ActivitiesSells Insurance
Anton is involved in several business activities, including a non-securities related consulting business (CADAT Corp.) and serving as the owner of Madison Global Insurance Agency. Anton also acts as a managing member for multiple SPVs (MGP 7 LLC, Madison Just One LLC, MGP Vertical LLC, and MGP 8 LLC).
Employment History
Current Registrations
Madison Global Advisors LLC
Madison Global Partners LLCBroker
Previous Registrations
Trident Partners LTD.Broker
Gilford Securities IncorporatedBroker
East Shore Partners, INC.Broker
First Long Island Securities INC.Broker
W.J. Nolan & Company, INC.Broker
Robyns Capital CORP.Broker
Hibbard Brown & CO., INC.Broker
Prescott, Ball & Turben, INC.Broker
Brodis Securities IncorporatedBroker
State Registrations19 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.