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ChFC
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ChFC

David Robichaud

Madison Avenue Securities, LLC
29 Years of Experience
Bedford, NH
1 DisclosureBrokerSells Insurance
View SEC Summary
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David Robichaud is a ChFC-designated registered investment advisor at Madison Avenue Securities, LLC, based in Bedford, NH, with 29 years of industry experience. David 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

5 Bedford Farms Drive Suite 104, Bedford, NH, 03110

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History

Regulatory History (1)
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Criminal
September 2005
Final Disposition
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

David is the owner of DGR Financial Group, LLC, involved in the solicitation, sales, and services of insurance products, dedicating about half his time. He is also the owner, registered representative, and investment adviser representative at High Point Capital Wealth, also involved in brokered insurance products, dedicating full-time hours.

Employment History
Current Registrations
Madison Avenue Securities, LLC
August 2021 - Present · 5 yrs 2 mos
Madison Avenue Securities, LLCBroker
May 2020 - Present · 6 yrs 5 mos
Previous Registrations
Ae Wealth Management, LLC
May 2020 - June 2021 · 1 yr 1 mo
On Investment Management CO
December 2008 - May 2020 · 11 yrs 5 mos
The O.N. Equity Sales CompanyBroker
December 2008 - May 2020 · 11 yrs 5 mos
Hornor, Townsend & Kent, INC.
December 2007 - November 2008 · 11 mos
Hornor, Townsend & Kent, INC.Broker
December 2007 - November 2008 · 11 mos
Ing Financial Partners, INC.Broker
February 2005 - December 2007 · 2 yrs 10 mos
Northwestern Mutual Investment Services, LLCBroker
August 1996 - November 2004 · 8 yrs 3 mos
Robert W. Baird & CO. IncorporatedBroker
August 1996 - January 2002 · 5 yrs 5 mos
State Registrations6 states
MAMDMENHVAVT
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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