Madison Lee Donovan
Investment adviser representative at Mutual Advisors, LLC
10 yearsExperience
1 stateRegistered in
$9.4BFirm assets
13 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
- Pension consulting
Experience
10 years in the industry.
- Mutual Advisors, LLCApr 2023 to now
- Elite TutoringJan 2023 to now
- Flower FlourOct 2022 to now
- Mutual Advisors, LLC dba Context WealthJul 2022 to now
- Marine Coast FinancialMay 2022 to Jul 2022
- Stagg Fiduciary Services, LLC.Jul 2019 to May 2022
- N/aMay 2019 to Jul 2019
- The Gardner SchoolDec 2018 to May 2019
- N/aDec 2016 to Dec 2018
- The Jumping TreeAug 2016 to Dec 2016
Exams passed
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 1 state (CA).
Mutual Advisors, LLC
$9.4BAssets managed
9,960Clients
153Advisers
13 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
- 7705688
- Firm CRD
- 167658