Madison Rose Advisors Employee Directory

Financial ServicesNew Jersey, United States2-10 Employees

Madison Rose Advisors is a financial services firm located at 266 Main Street, Madison, New Jersey 07940, United States. The firm adopts a holistic financial planning approach with fiduciary responsibility emphasized in client relationships. Its services cover retirement, education, estate and legacy planning, cash flow planning and projection, corporate benefits planning, charitable gift planning, insurance planning (life and health, disability, long-term care), Social Security and Medicare planning, and investment management. Clients have access to an online suite of financial planning and account aggregation tools to monitor progress toward goals. Securities and Investment Advisory Services are offered through M Holdings Securities, Inc., a registered broker-dealer and investment adviser, a member of FINRA/SIPC; Madison Rose Advisors operates with a small team of 2 to 10 employees.

Find Madison Rose Advisors employees' phone numbers or email addresses

Madison Rose Advisors Global Highlights

Location
Employees

North America
11

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  • United States Of America
    11

Madison Rose Advisors's Leadership

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    J. S.
    Chief Investment Officer Madison Rose Advisors
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    M. K. D.
    President & Chief Executive Officer
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    G. B. C.
    Founding Partner
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    J. D.
    Director Of Advanced Design
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    D. I. P.
    Operations & Office Manager
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    M. D.
    Insurance Agent
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    C. S.
    Life New Business Operations
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    J. D. C. C.
    Partner, Director Of Advanced Palnning
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Madison Rose Advisors Employee Metrics

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50%
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2026
2025
  • Banking
  • Business
  • Accounting
  • Administrative
  • Analytics
  • Other
  • Arts & Design

Contact profiles from Madison Rose Advisors

Name
Title
Contact Info
Location
Last Update
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    G. B. C.
    Founding Partner
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    United StatesNew Jersey
    May 28, 2026
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    M. K. D.
    President & Chief Executive Officer
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    United StatesNew York
    Jun 30, 2026
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    J. D.
    Director Of Advanced Design
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    United StatesNew York
    Aug 14, 2023
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    D. I. P.
    Operations & Office Manager
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    United States
    Jun 25, 2026
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    M. D.
    Insurance Agent
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    United StatesNew York
    Feb 01, 2024
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    C. S.
    Life New Business Operations
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    United StatesGeorgia
    Oct 26, 2025
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    J. D. C. C.
    Partner, Director Of Advanced Palnning
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    Jul 01, 2026
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    J. S.
    Chief Investment Officer Madison Rose Advisors
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    United StatesNew Jersey
    Mar 25, 2026
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    D. A.
    Partner, Madison Rose Advisors (previously Madison And Main Advisors)
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    United StatesNew Jersey
    Jun 27, 2026

Frequently Asked Questions

What is Madison Rose Advisors known for?

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Madison Rose Advisors was founded in 2025 operates in the Financial Services industry. The company's main headquarters is located in 266 Main Street Madison, New Jersey 07940 United States. Explore Madison Rose Advisors's company overview page for more information.

What is Madison Rose Advisors's most common email format?

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Madison Rose Advisors employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Madison Rose Advisors email formats with LeadIQ.

How many employees does Madison Rose Advisors have currently?

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Madison Rose Advisors has approximately 10 employees as of February 2026. These team members are located across 1 continents, including North America.

Who are Madison Rose Advisors's key employees and leadership?

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As of February 2026, Madison Rose Advisors's key employees include:

  • Chief Investment Officer Madison Rose Advisors: J. S.
  • President & Chief Executive Officer: M. K. D.
  • Founding Partner: G. B. C.
  • Director Of Advanced Design: J. D.
  • Operations & Office Manager: D. I. P.

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