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Donald Madigan

Garden State Investment Advisory Services, LLC
35 Years of Experience
Red Bank, NJ
2 DisclosuresBroker
View SEC Summary
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Donald Madigan is a registered investment advisor at Garden State Investment Advisory Services, LLC, based in Red Bank, NJ, with 35 years of industry experience. Donald is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 2,531 clients with $670M in assets under management.

Garden State Investment Advisory Services, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
32 advisors
Number of Clients
2,531 clients
Average Client Portfolio
$266K average
Assets Under Management
$673.8M

Fee Structure

Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $500K2.00%
$500K - $1.0M1.75%
$1.0M - $2.0M1.50%
$2.0M - $3.0M1.25%
$3M+1.00%

Fees are negotiable and billed monthly in arrears based on the market value of the account on the last business day of the preceding month.

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

Location

328 Newman Springs Road, Red Bank, NJ, 07701

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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
May 2015
Award / Judgment
Customer Dispute
February 2006
Settled
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Donald works as a security guard for Metro One Security Company since March 2020. This activity is not investment-related and does not occur during market hours.

Employment History
Current Registrations
Garden State Investment Advisory Services, LLC
September 2009 - Present · 17 yrs 1 mo
Garden State Securities, INC.Broker
September 2009 - Present · 17 yrs 1 mo
Previous Registrations
Rockwell Global Capital LLCBroker
October 2011 - November 2011 · 1 mo
Securities America Advisors, INC.
August 2008 - September 2009 · 1 yr 1 mo
Securities America, INC.Broker
August 2008 - September 2009 · 1 yr 1 mo
Multi-Financial Securities Corporation
August 2006 - August 2008 · 2 yrs
Multi-Financial Securities CorporationBroker
August 2006 - August 2008 · 2 yrs
Wall Street Financial Group, INC
August 2004 - August 2006 · 2 yrs
Wall Street Financial Group, INC.Broker
July 1998 - August 2006 · 8 yrs 1 mo
Wise Planning CORP.Broker
January 1991 - July 1998 · 7 yrs 6 mos
Guardian Investor Services CorporationBroker
September 1990 - January 1991 · 4 mos
W.D.R. Equity Resources, INC.Broker
March 1990 - September 1990 · 6 mos
State Registrations8 states
CAFLKSNJNMNYPASC
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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