Christopher Simich
Financial advisor at Madison Avenue Securities, LLC
Last updated 2026-10-10
Claim your profileChristopher Simich is a financial advisor at Madison Avenue Securities, LLC, CRD 2807014. Licenses and exams on the registration: Series 63, Series 65. IAPD registration began 2019-09-13.
Registration
- CRD number
- 2807014
- Registration status
- Active
- IAPD registration
- 2019-09-13
- Industry Experience
- 7 years
- Work Experience
- 18 years
- States registered
- AL
Licenses and exams
- Series 63
- Series 65
Work history
- 2007-11 to 2018-06 · Farmers Insurance Group · Birmingham, AL
- 2008-07 to 2018-06 · Farmers Financial Solutions · Birmingham, AL
- 2018-07 to 2019-02 · Unemployed · Birmingham, AL
- 2019-03 to 2023-08 · Mutual of Omaha Investor Services · Omaha, NE
- 2019-03 to 2023-08 · Mutual of Omaha Insurance Company · Omaha, NE
- 2023-09 to 2023-11 · Unemployed · Birmingham, AL
- 2023-11 to 2024-02 · Guardian Life Insurance Company · Jackson, MS
- 2023-11 to 2024-02 · Park Avenue Securities · Jackson, MS
- 2024-02 to 2026-06 · American United Life · Hoover, AL
- 2024-03 to 2026-06 · Oneamerica Securities · Hoover, AL
- 2026-06 to Present · Madison Avenue Securities · San Diego, CA
- 2026-04 to Present · American Heritage Financial · Birmingham, AL
- 2026-08 to Present · Ae Wealth Management, LLC · Topeka, KS
- 2026-08 to Present · Ae Financial Services, LLC · Topeka, KS
Current employment
- Madison Avenue Securities, LLC · San Diego, CA
- Ae Wealth Management, LLC · Topeka, KS
Madison Avenue Securities, LLC
- Regulatory AUM
- $2,019,427,633
- Registered advisors
- 95
- Offices
- 63
- Clients per advisor
- 148.4 (High)
- Average AUM per client
- $143.2K (Low)
- High-net-worth client ratio
- 3.9% (Low)
Madison Avenue Securities, LLC: advisors, services and reported ETF investments
About
Christopher Simich is a financial advisor at Madison Avenue Securities, LLC. Reported securities licenses include Series 63 and Series 65. The latest record indicates 7 years of industry experience and 18 years of reported work history.
Madison Avenue Securities, LLC's firm-level Form ADV reports 95 advisors across 63 offices; approximately 148.4 clients per advisor, average assets per client of $143,232, and regulatory AUM of $2B; client categories including Individuals (non-HNW), High net worth individuals, Pension and profit-sharing plans, and Charitable organizations; services including Financial Planning Services, Portfolio Management: Individuals and Small Businesses, Portfolio Management: Businesses or Institutional Clients, Pension Consulting Services, and Selection of Other Advisers.
What this firm offers
Filed by Madison Avenue Securities, LLC on Form ADV.
Client services
- Financial Planning Services
- Individuals and Small Businesses
- Businesses or Institutional Clients
- Pension Consulting Services
- Selection of Other Advisers
Fee options
- Percentage of Assets Under Management
- Hourly Charges
- Fixed Fees (Other Than Subscription)
- Commissions
Business and affiliations
- Broker-Dealer (Registered or Unregistered)
- Insurance Broker or Agent
- Sells Non-Advisory Products or Services
- Broker-Dealer or Municipal Securities Dea
- Other Investment Adviser (Incl. Financial
- Accountant or Accounting Firm
- Insurance Company or Agency
- Real Estate Broker or Dealer
Contact
The firm's filed contact details.
- Phone: 888-627-7323
- Website: mas-bd.com
Official record
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