TrueAdvisor
TrueAdvisor
JT
CFP
JT
CFP

James Trevouledes

Madison Avenue Securities, LLC
8 Years of Experience
Philadelphia, PA
BrokerSells Insurance
View SEC Summary
View SEC Summary

James Trevouledes is a CFP-designated registered investment advisor at Madison Avenue Securities, LLC, based in Philadelphia, PA, with 8 years of industry experience. James 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

2301 Cherry St, Suite C1, Philadelphia, PA, 19103

Get directions

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.

Learn about disclosures →
Other Business ActivitiesSells Insurance

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

Employment History
Current Registrations
Madison Avenue Securities, LLCBroker
January 2025 - Present · 1 yr 9 mos
Mcadam LLC
August 2018 - Present · 8 yrs 2 mos
Previous Registrations
Purshe Kaplan Sterling InvestmentsBroker
April 2021 - December 2024 · 3 yrs 8 mos
State Registrations14 states
AZCACODEFLMDMIMNNDNJNYOKPAWI
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.
More Advisors
More financial advisors in Philadelphia, PA →All financial advisors in Pennsylvania →