Insights

Regulatory risk The firm faces FINRA complaints and supervisory concerns tied to control over elderly clients, presenting an opportunity to discuss enhanced compliance tooling, surveillance, and risk management solutions for broker-dealers and RIAs.

Growth potential Revenue is in the mid-range for the sector and the firm operates as a full-service, independent B/D with nationwide branches, signaling opportunities to offer scalable technology, marketing platforms, and advisory support services to accelerate growth.

Data-driven ops Historical launch of Sycamore Data Hub indicates openness to data analytics and operational improvements, suggesting demand for advanced analytics, dashboards, and decision-support integration.

Talent transitions Recent leadership/customer-facing personnel changes imply potential needs in onboarding, training, and change-management programs, plus services around advisor retention and performance enablement.

Technology stack Existing tech footprint includes cloud, analytics, marketing, and web technologies, creating entry points for modernization initiatives, cybersecurity, cloud optimization, and integrated Martech/CRM enhancements.

Similar companies to Madison Avenue Securities

Madison Avenue Securities Tech Stack

Madison Avenue Securities uses 8 technology products and services including Alteryx, Hotjar, Power BI, and more. Explore Madison Avenue Securities's tech stack below.

Madison Avenue Securities's Email Address Formats

Madison Avenue Securities uses at least 3 email formats:
Madison Avenue Securities Email FormatsExamplePercentage
FLast@mas-bd.comJDoe@mas-bd.com
73%
Last@mas-bd.comDoe@mas-bd.com
25%
FirstLast@mas-bd.comJohnDoe@mas-bd.com
2%

Frequently Asked Questions

What is Madison Avenue Securities's phone number?

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You can contact Madison Avenue Securities's main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Madison Avenue Securities's official website and social media links?

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Madison Avenue Securities's official website is mas-bd.com and has social profiles on LinkedIn.

How much revenue does Madison Avenue Securities generate?

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As of September 2026, Madison Avenue Securities's annual revenue is estimated to be $50M - $100M.

What is Madison Avenue Securities's SIC code and NAICS code?

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Madison Avenue Securities's SIC code is 6211 - Security Brokers, Dealers, and Flotation Companies and NAICS code is 52 - Finance and Insurance.

How many employees does Madison Avenue Securities have currently?

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As of September 2026, Madison Avenue Securities has approximately 48 employees across 2 continents, including North America and Asia. Key team members include Chief Technology Officer: C. C., Senior Research Analyst: D. G. and Critical Team Member: R. S. Explore Madison Avenue Securities's employee directory with LeadIQ.

What industry does Madison Avenue Securities belong to?

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Madison Avenue Securities operates in the Financial Services industry.

What technology does Madison Avenue Securities use?

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Madison Avenue Securities's tech stack includes Alteryx, Hotjar, Power BI, Amazon Web Services, WordPress, oEmbed, WP Engine and New Relic.

What is Madison Avenue Securities's email format?

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Madison Avenue Securities's email format typically follows the pattern of FLast@mas-bd.com. Find more Madison Avenue Securities email formats with LeadIQ.

When was Madison Avenue Securities founded?

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Madison Avenue Securities was founded in 2005.
Madison Avenue Securities logo

Madison Avenue Securities

Financial ServicesCalifornia, United States11-50 Employees

Madison Avenue Securities is a full-service, independent broker-dealer and investment advisory firm headquartered in San Diego, California. Founded in 2005 and positioned within a broader family of financial services companies, MAS serves financial advisors and their clients through a nationwide network of branches, offering a platform that integrates registered representation, investment advisory, and insurance services. The firm emphasizes systems and training designed to support advisors with marketing programs and sales development, enabling them to deliver a comprehensive financial services experience. MAS operates securities and advisory services through Madison Avenue Securities LLC, a registered investment advisor, and is part of the broader financial services landscape that includes multiple broker-dealers, RIAs, and FMOs. A notable product development in the firm’s history includes the launch of the Sycamore Data Hub to improve operational efficiency and decision making. The company is based in San Diego and serves clients across the United States, providing services to independent financial advisors and their clients through its platform.

Section iconCompany Overview

Phone number
Website
mas-bd.com
SIC Code
6211 - Security Brokers, Dealers, and Flotation Companies
NAICS Code
52 - Finance and Insurance
Founded
2005
Employees
11-50

Section iconFunding & Financials

  • $50M - $100M

    Madison Avenue Securities's revenue is estimated to be in the range of $50M - $100M

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