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Cindi Porter-Rowe

Madison Avenue Securities, LLC
24 Years of Experience
Suwanee, GA
BrokerSells Insurance
View SEC Summary
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Cindi Porter-Rowe is a CFP-designated registered investment advisor at Madison Avenue Securities, LLC, based in Suwanee, GA, with 24 years of industry experience. Cindi 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

4320 Suwanee Dam Road, Suite 2600, Suwanee, GA, 30024

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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 ActivitiesSells Insurance

Cindi is a financial planner and president of TeamWARC, Inc., where she provides financial planning and sells insurance products, dedicating about half her time. She also works as a financial planner for Aileron Investment Advisors, providing financial planning services, also dedicating about half her time.

Employment History
Current Registrations
Madison Avenue Securities, LLC
November 2017 - Present · 8 yrs 11 mos
Madison Avenue Securities, LLCBroker
October 2017 - Present · 9 yrs
Previous Registrations
Integrated Financial Planning ServicesBroker
January 2015 - October 2017 · 2 yrs 9 mos
Dempsey Lord Smith, LLCBroker
April 2008 - October 2017 · 9 yrs 6 mos
Flex Financial Services IncorporatedBroker
January 2008 - April 2008 · 3 mos
Wellstone Securities, LLCBroker
March 2006 - December 2007 · 1 yr 9 mos
Resource Horizons Group LLCBroker
October 2005 - March 2006 · 5 mos
Dunwoody Brokerage Services, INC.Broker
November 2003 - September 2005 · 1 yr 10 mos
State Farm Vp Management CORP.Broker
July 2003 - November 2003 · 4 mos
PrimexBroker
October 2002 - June 2003 · 8 mos
Integrated Financial Planning ServicesBroker
April 2002 - April 2003 · 1 yr
State Registrations27 states
ALARAZCACOFLGAIDILKSKYLAMNMONCNJNMNVOHORPASCTNTXVAWAWI
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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