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Austin Shaughnessy

Madison Avenue Securities, LLC
9 Years of Experience
Boston, MA
BrokerSells Insurance
View SEC Summary
View SEC Summary

Austin Shaughnessy is a registered investment advisor at Madison Avenue Securities, LLC, based in Boston, MA, with 9 years of industry experience. Austin 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

101 Federal St, Suite 1900, Boston, MA, 02110

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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

Austin is an Investment Advisor Representative (IAR) and financial advisor at McAdam LLC since 2017, dedicating about a quarter of his time. He also engages in insurance sales, including fixed annuities, through McAdam Institutional Brokerage as needed.

Employment History
Current Registrations
Madison Avenue Securities, LLCBroker
January 2025 - Present · 1 yr 9 mos
Mcadam LLC
November 2017 - Present · 8 yrs 11 mos
Previous Registrations
Purshe Kaplan Sterling InvestmentsBroker
October 2019 - December 2024 · 5 yrs 2 mos
Purshe Kaplan Sterling InvestmentsBroker
August 2017 - November 2017 · 3 mos
State Registrations7 states
INMAMINHRITXVT
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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