Anthony S Mowrer

36 Years of Experience

2 DisclosuresBrokerSells 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

13500 Evening Creek Dr N, #555, San Diego, CA, 92128

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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

October 2012

Settled

Customer Dispute

September 2001

Settled

View Full SEC Report How to Read Disclosures

Other Business ActivitiesSells Insurance

Anthony is an insurance agent with Advisors Excel since 2017, dedicating about a quarter of his time to insurance sales. He also teaches financial planning classes with the Heartland Institute of Financial Education and is a partner in Integrous Investment Solutions LLC and Oxford Retirement Advisors.

Employment History

Current Registrations

Madison Avenue Securities, LLC

March 2020 - Present · 5 yrs 11 mos

Madison Avenue Securities, LLCBroker

March 2020 - Present · 5 yrs 11 mos

Previous Registrations

Cetera Advisor Networks LLCBroker

September 2019 - March 2020 · 6 mos

Cetera Investment Advisers LLC

May 2017 - March 2020 · 2 yrs 10 mos

Summit Brokerage Services, INC.Broker

September 2015 - September 2019 · 4 yrs

J.P. Turner & Company, L.L.C.Broker

December 1997 - December 2015 · 18 yrs

H.J. Meyers & CO., INC.Broker

September 1994 - December 1997 · 3 yrs 3 mos

Hibbard Brown & CO., INC.Broker

July 1989 - September 1994 · 5 yrs 2 mos

State Registrations27 states

AKALARAZCACOCTFLGAIAKSMDMNNCNMNVNYOHOKORPASCTNTXVAWAWI

AdvisorBrokerBoth

Exams

No exam information available for this advisor.