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Cindi Lynn Porter-rowe

Investment adviser representative at Madison Avenue Securities, LLC
18 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$2BFirm assets

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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 feeCommissions

Services the firm offers

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

  • Financial planning
  • Portfolio management
  • Pension consulting

Experience

18 years in the industry.

  1. Madison Avenue Securities, LLCSep 2017 to now
  2. Alleron Investment AdvisorsSep 2010 to now
  3. Integrated Financial Planning ServicesJan 2015 to Sep 2017
  4. Dempsey Lord Smith, LLCApr 2008 to Sep 2017

Designations

  • CFP® certification

Exams passed

  • Series 63 · Uniform Securities Agent State Law2002

State registrations

Registered as an investment adviser representative in 2 states (GA, TX).

Madison Avenue Securities, LLC

$2BAssets managed
14,099Clients
84Advisers
17 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
4517682
Firm CRD
23224
Advisor's SEC record (opens in a new tab)
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