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DM

Donald Charles Madigan

Garden State Investment Advisory Services, LLC
35 Years of Experience
2 DisclosuresBroker
View SEC Summary
View SEC Summary
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & CoachingEstate PlanningBusiness OwnersHigh Net Worth
Garden State Investment Advisory Services, LLC
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
31 advisors
Number of Clients
2,122 clients
Average Client Portfolio
$265K average
Assets Under Management
$561.5M

Fee Structure

Financial Planning:Investment management only
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $500K2.00%
$500K - $1.0M1.75%
$1.0M - $2.0M1.50%
$2.0M - $3.0M1.25%
$3M+1.00%

The annual fee is negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—

Location

328 Newman Springs Road, Red Bank, NJ, 07701

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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
May 2015
Award / Judgment
Customer Dispute
February 2006
Settled
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Donald works as a security guard for Metro One Security Company since March 2020. This activity is not investment-related and does not occur during market hours.

Employment History
Current Registrations
Garden State Investment Advisory Services, LLC
September 2009 - Present · 16 yrs 5 mos
Garden State Securities, INC.Broker
September 2009 - Present · 16 yrs 5 mos
Previous Registrations
Rockwell Global Capital LLCBroker
October 2011 - November 2011 · 1 mo
Securities America, INC.Broker
August 2008 - September 2009 · 1 yr 1 mo
Securities America Advisors, INC.
August 2008 - September 2009 · 1 yr 1 mo
Multi-Financial Securities Corporation
August 2006 - August 2008 · 2 yrs
Multi-Financial Securities CorporationBroker
August 2006 - August 2008 · 2 yrs
Wall Street Financial Group, INC
August 2004 - August 2006 · 2 yrs
Wall Street Financial Group, INC.Broker
July 1998 - August 2006 · 8 yrs 1 mo
Wise Planning CORP.Broker
January 1991 - July 1998 · 7 yrs 6 mos
Guardian Investor Services CorporationBroker
September 1990 - January 1991 · 4 mos
W.D.R. Equity Resources, INC.Broker
March 1990 - September 1990 · 6 mos
State Registrations8 states
CAFLKSNJNMNYPASC
AdvisorBrokerBoth
Exams
No exam information available for this advisor.