Joy Funk
Investment adviser representative at Madison Avenue Securities, LLC
11 yearsExperience
1 stateRegistered in
$2BFirm assets
17 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 feeCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
11 years in the industry.
- Madison Avenue Securities, LLCMar 2024 to now
- Cuso Financial Services, LPApr 2019 to Mar 2024
- Centurion Counsel, IncAug 2015 to Apr 2019
Exams passed
- Series 66 · Uniform Combined State Law2020
State registrations
Registered as an investment adviser representative in 1 state (CA).
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
- 6677456
- Firm CRD
- 23224