David Joseph Madison

Financial advisor at Estate & Trust Advisors · Riverwoods, IL

Last updated 2026-10-10

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David Joseph Madison is a financial advisor at Estate & Trust Advisors in Riverwoods, IL, CRD 6300544. Licenses and exams on the registration: Series 65. IAPD registration began 2014-02-20.

Registration

CRD number
6300544
Registration status
Active
IAPD registration
2014-02-20
Industry Experience
12 years
Work Experience
12 years
States registered
IL

Licenses and exams

  • Series 65

Work history

  • 2013-11 to Present · Estate & Trust Advisors, Inc. · Northfield, IL

Current employment

SEC IAPD record for David Joseph Madison

Estate & Trust Advisors

Regulatory AUM
$256,470,000
Registered advisors
4
Offices
1
Average AUM per client
$1.5M (Low)
High-net-worth client ratio
20.0% (Moderate)

Estate & Trust Advisors: advisors, services and reported ETF investments

About

David Joseph Madison is a financial advisor at Estate & Trust Advisors in Riverwoods, IL. Reported securities licenses include Series 65. The latest record indicates 12 years of industry experience and 12 years of reported work history. Reported roles include Estate & Trust Advisors, Inc..

Estate & Trust Advisors' firm-level Form ADV reports 4 advisors across 1 offices; approximately 43.8 clients per advisor, average assets per client of $1,465,543, and regulatory AUM of $256.5M; client categories including Individuals (non-HNW), High net worth individuals; services including Financial Planning Services, Portfolio Management: Individuals and Small Businesses, Portfolio Management: Businesses or Institutional Clients, Selection of Other Advisers.

What this firm offers

Filed by Estate & Trust Advisors on Form ADV.

Client services

  • Financial Planning Services
  • Individuals and Small Businesses
  • Businesses or Institutional Clients
  • Selection of Other Advisers

Fee options

  • Percentage of Assets Under Management

Business and affiliations

  • Insurance Broker or Agent

Location

2610 Lake Cook Road, Riverwoods, IL 60015

4 advisors at this office.

Estate & Trust Advisors office in Riverwoods, IL

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Contact

The firm's filed contact details.

Official record

View the official SEC IAPD record

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