David Olsen

16 Years of Experience

1 DisclosureBrokerSells Insurance

Areas of Practice

Investment ManagementRetirement PlanningTax PlanningEducation PlanningFinancial Planning & CoachingInsurance PlanningHigh Net Worth

Madison Avenue Securities, LLC

Compensation

Commission-BasedFee-Only (AUM)Fixed/Hourly

Firm Size

228 advisors

Number of Clients

14,528 clients

Average Client Portfolio

$140K average

Assets Under Management

$2.0B

Fee Structure

Minimum Investment:$10K

Location

1301 East Broward Blvd, Suite 200, Fort Lauderdale, FL, 33301

Get directions

History

Regulatory History (1)

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Criminal

November 2000

Final Disposition

View Full SEC Report How to Read Disclosures

Other Business ActivitiesSells Insurance

David is an investment advisor representative at Global Wealth Management Investment Advisory Inc. and a wealth advisor at Global Wealth Retirement Planning, LLC, an insurance agency selling life, health, and annuities; both activities take up a full-time commitment.