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Wesley Palmer

Madison Avenue Securities, LLC
11 Years of Experience
Greenville, SC
2 DisclosuresBrokerSells Insurance
View SEC Summary
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Wesley Palmer is a registered investment advisor at Madison Avenue Securities, LLC, based in Greenville, SC, with 11 years of industry experience. Wesley 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

158 Milestone Way, Greenville, SC, 29615

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History

Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
August 2026
Pending
Customer Dispute
June 2026
Pending
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Wesley is a registered representative for Advisors Excel and Phillip Allen, Inc., focusing on insurance and annuity sales, dedicating full-time hours to each. He also works as a fitness coach and workout designer for Virtual Gym, LLC and Team Kattouf Affiliate, spending minimal time on these activities, and is named on marketing for Common Sense Retirement Planning.

Employment History
Current Registrations
Madison Avenue Securities, LLC
November 2017 - Present · 8 yrs 11 mos
Madison Avenue Securities, LLCBroker
September 2017 - Present · 9 yrs 1 mo
Previous Registrations
Capital Investment Group, INC.Broker
January 2015 - October 2017 · 2 yrs 9 mos
State Registrations13 states
AZCACOFLINMAMTNCOHPASCTXWA
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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