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Patrick Madison

28 Years of Experience
Binghamton, NY
BrokerSells Insurance

Patrick Madison is a registered investment advisor at Cetera Investment Advisers LLC, based in Binghamton, NY, with 28 years of industry experience. Patrick operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
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Location

Binghamton, NY

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business ActivitiesSells Insurance

Patrick is an advisory representative for Advisornet Financial Inc, an insurance agent selling life, annuities, and long-term care, and owns rental property. He also works as a financial professional for Empire Asset Management Group, Empire Asset Management Group of Western NY, Abelson & Company, LLC, and CCR Wealth Management, spending nearly full-time hours on each.

Employment History
Current Registrations
Cetera Investment Advisers LLC
June 2023 - Present · 3 yrs 3 mos
Cetera Advisors LLCBroker
March 2023 - Present · 3 yrs 6 mos
Previous Registrations
Cetera Advisors LLC
March 2023 - March 2024 · 1 yr
Advisornet Wealth Partners
April 2021 - December 2025 · 4 yrs 8 mos
Cetera Advisor Networks LLC
March 2021 - June 2023 · 2 yrs 3 mos
Cetera Advisor Networks LLCBroker
December 2015 - February 2025 · 9 yrs 2 mos
Northern Lights Distributors, LLCBroker
May 2013 - December 2015 · 2 yrs 7 mos
Charles Schwab & CO., INC.
July 2007 - June 2011 · 3 yrs 11 mos
Charles Schwab & CO., INC.Broker
August 2005 - June 2011 · 5 yrs 10 mos
Charles Schwab & CO., INC.
July 2005 - December 2005 · 5 mos
Morgan Stanley Dw INC.Broker
July 1999 - July 2003 · 4 yrs
Liberty Securities CorporationBroker
June 1993 - July 1999 · 6 yrs 1 mo
State Registrations1 state
NY
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.