Dean Eric Mcbeth
Investment adviser representative at Madison Advisory Services, Inc.
25 yearsExperience
1 stateRegistered in
$509.7MFirm assets
11 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
25 years in the industry.
- Cambridge Investment Research, Inc.Jul 2025 to now
- Madison Advisory Services, Inc.Feb 2021 to now
- Madison PlanningJun 2001 to now
- Madison Planning Group, IncJun 2001 to now
- Lion Street FinancialAug 2021 to Jul 2025
- Royal Alliance Associates, IncJan 2005 to Aug 2021
Exams passed
- Series 66 · Uniform Combined State Law2001
State registrations
Registered as an investment adviser representative in 1 state (NY).
Madison Advisory Services, Inc.
$509.7MAssets managed
1,102Clients
11Advisers
11 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4450820
- Firm CRD
- 132386