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CFP

Drew Paunil

Madison Avenue Securities, LLC
15 Years of Experience
Haddonfield, NJ
BrokerSells Insurance
View SEC Summary
View SEC Summary

Drew Paunil is a CFP-designated registered investment advisor at Madison Avenue Securities, LLC, based in Haddonfield, NJ, with 15 years of industry experience. Drew 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

75 Haddon Ave, Suite L-1, Haddonfield, NJ, 08033

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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

Drew is an IAR/Financial Advisor at McAdam LLC, dedicating full-time hours to providing financial advice. He also engages in insurance sales, including fixed annuities, through McAdam Institutional Brokerage and owns Paunil Enterprises, through which RIA compensation and fixed income compensation flows, dedicating full-time hours.

Employment History
Current Registrations
Madison Avenue Securities, LLCBroker
January 2025 - Present · 1 yr 9 mos
Mcadam LLC
October 2023 - Present · 3 yrs
Previous Registrations
Mcadam LLC
October 2014 - October 2023 · 9 yrs
Purshe Kaplan Sterling InvestmentsBroker
October 2014 - December 2024 · 10 yrs 2 mos
Voya Financial Advisors, INC.
June 2011 - October 2014 · 3 yrs 4 mos
Voya Financial Advisors, INC.Broker
March 2011 - October 2014 · 3 yrs 7 mos
State Registrations9 states
AZDEFLILMAMDNJPAVA
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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