Madeline Mcivor
Investment adviser representative at Boldin Advisors
11 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$0Firm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
HourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
Experience
11 years in the industry.
- Boldin AdvisorsApr 2025 to now
- Newretirement Advisors LLC d/b/a Boldin AdvisorsApr 2025 to now
- Core Planning d/b/a Arden Financial LLCJan 2025 to now
- UpriseMar 2025 to Jan 2026
- UnemployedAug 2024 to Jan 2025
- FacetAug 2020 to Aug 2024
- Cahaba Wealth Management, Inc.Nov 2017 to Oct 2020
- TruewealthJan 2015 to Oct 2017
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2014
State registrations
Registered as an investment adviser representative in 2 states (PA, TX).
Boldin Advisors
Legal name: Newretirement Advisors, LLC
$0Assets managed
821Clients
13Advisers
1 yearIn 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
- 6152205
- Firm CRD
- 294881