David Guy Robichaud
Financial advisor at Madison Avenue Securities, LLC
Last updated 2026-10-10
Claim your profileDavid Guy Robichaud is a financial advisor at Madison Avenue Securities, LLC, CRD 2733832. Licenses and exams on the registration: Series 63. IAPD registration began 2007-12-07.
Registration
- CRD number
- 2733832
- Registration status
- Active
- IAPD registration
- 2007-12-07
- Industry Experience
- 18 years
- Work Experience
- 21 years
- States registered
- NH
Licenses and exams
- Series 63
Designations
- Chartered Financial Consultant
Work history
- 2008-12 to 2020-05 · The O.N. Equity Sales Company · Cincinnati, OH
- 2008-12 to 2020-05 · Ohio National Financial Services · Cincinnati, OH
- 2020-06 to Present · Madison Avenue Securities, LLC · San Diego, CA
- 2020-06 to 2021-06 · Aewealth Management, LLC · Topeka, KS
- 2020-06 to Present · High Point Capital Wealth · Bedford, NH
- 2005-01 to Present · Dgr Financial Group, LLC · Bedford, NH
Current employment
- Madison Avenue Securities, LLC · San Diego, CA
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
David Guy Robichaud is a Chartered Financial Consultant financial advisor at Madison Avenue Securities, LLC. Reported securities licenses include Series 63. The latest record indicates 18 years of industry experience and 21 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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