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Anthony Mowrer

Madison Avenue Securities, LLC
37 Years of Experience
Atlanta, GA
2 DisclosuresBrokerSells Insurance
View SEC Summary
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Anthony Mowrer is a registered investment advisor at Madison Avenue Securities, LLC, based in Atlanta, GA, with 37 years of industry experience. Anthony is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 14,099 clients with $2B in assets under management.

Madison Avenue Securities, LLC
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
246 advisors
Number of Clients
14,099 clients
Average Client Portfolio
$143K average
Assets Under Management
$2.0B

Fee Structure

Minimum Investment:$10K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.25%

Maximum fee rates vary by program, up to 2.00% for Fee Plus Transaction, AE Wealth Management, and Envestnet programs, and up to 2.25% for the Standard and Low-Minimum Wrap programs. Fees are negotiable and set by individual representatives.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

1455 Lincoln Parkway Ste 325, Atlanta, GA, 30346

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History

Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
October 2012
Settled
Customer Dispute
September 2001
Settled
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Anthony is an insurance agent with Advisors Excel since 2017, dedicating about a quarter of his time to insurance sales. He also teaches financial planning classes with the Heartland Institute of Financial Education and is a partner in Integrous Investment Solutions LLC and Oxford Retirement Advisors.

Employment History
Current Registrations
Madison Avenue Securities, LLC
March 2020 - Present · 6 yrs 7 mos
Madison Avenue Securities, LLCBroker
March 2020 - Present · 6 yrs 7 mos
Previous Registrations
Cetera Advisor Networks LLCBroker
September 2019 - March 2020 · 6 mos
Cetera Investment Advisers LLC
May 2017 - March 2020 · 2 yrs 10 mos
Summit Brokerage Services, INC.Broker
September 2015 - September 2019 · 4 yrs
J.P. Turner & Company, L.L.C.Broker
December 1997 - December 2015 · 18 yrs
H.J. Meyers & CO., INC.Broker
September 1994 - December 1997 · 3 yrs 3 mos
Hibbard Brown & CO., INC.Broker
July 1989 - September 1994 · 5 yrs 2 mos
State Registrations29 states
AKALARAZCACOCTFLGAIAINKSMDMNMONCNMNVNYOHOKORPASCTNTXVAWAWI
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
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