MW
CFA
MW
CFA

Madison Wootton

28 Years of Experience
Richmond, VA
Broker

Madison Wootton is a CFA-designated registered investment advisor at Raymond James & Associates, INC., based in Richmond, VA, with 28 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5669 advisors
IM Fee
Planning only
Assets Under Management
$501.0B

Fee Structure

Investment management only (planning not offered)
Hourly Rate:Up to $400/hr
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Location

5820 Patterson Ave., Suite 100, Richmond, VA, 23226

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History

Regulatory History
Clean regulatory record

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

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Madison is involved with Camp River's Bend, LLC as a personal/private investment, Wootton Investments, LLC as a business owner, and The John Lewis Mottley Cemetery Corporation as an officer. These activities require minimal time commitment.

Employment History
Current Registrations
Raymond James & Associates, INC.Broker
January 2023 - Present · 3 yrs 4 mos
Raymond James & Associates, INC.
January 2023 - Present · 3 yrs 4 mos
Previous Registrations
Truist Investment Services, INC.Broker
February 2021 - January 2023 · 1 yr 11 mos
Truist Advisory Services, INC.
February 2021 - January 2023 · 1 yr 11 mos
Bb&t Securities, LLC
January 2013 - February 2021 · 8 yrs 1 mo
Bb&t Securities, LLCBroker
January 2013 - February 2021 · 8 yrs 1 mo
Scott & Stringfellow, LLC
May 2003 - January 2013 · 9 yrs 8 mos
Scott & Stringfellow, LLCBroker
November 2001 - January 2013 · 11 yrs 2 mos
Robertson Stephens, INC.Broker
October 1999 - November 2001 · 2 yrs 1 mo
Ing Barings LLCBroker
March 1998 - September 1999 · 1 yr 6 mos
State Registrations23 states
CACTDCDEFLGAHIILKYMANCNYOHORPATNTXUTVAVTWAWVWY
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.