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Anthony Joseph Madonia

Investment adviser representative at Financial Transparency
31 yearsExperience
1 stateRegistered in
$322.3MFirm assets
8 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 assetsFixed or flat fee

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management
  • Pension consulting
  • Seminars and workshops

Experience

31 years in the industry.

  1. Financial TransparencyJul 2018 to now
  2. Envision Financial Transparency, LLCJul 2018 to now
  3. Anthony J. Madonia & Associates Ltd.Oct 1995 to now
  4. Trustee Empowerment & Protection, Inc.Jul 2016 to Jul 2018

Exams passed

  • Series 65 · Uniform Investment Adviser Law2016

State registrations

Registered as an investment adviser representative in 1 state (IL).

Financial Transparency

Legal name: Envision Financial Transparency, LLC

$322.3MAssets managed
235Clients
16Advisers
8 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
4473550
Firm CRD
297713
Advisor's SEC record (opens in a new tab)
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