Madison Robidart (CRD# 7203286) is an Investment Advisor Representative working at Eagle Strategies LLC in Gillette, WY and has over 3 years of experience in the finance industry.
CRD# 6101632
Primerica Advisors
CRD# 6634862
Primerica Advisors
CRD# 2808463
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Eagle Strategies LLC | Gillette, WY | Oct 2023 - Current | < 1 |
| Nylife Securities LLC | Casper, WY | Nov 2021 - Current | 2 |
| New York Life Insurance Company | Casper, WY | Oct 2021 - Current | 2 |
| Campbell County Memorial Hospital | Gillette, WY | Dec 2020 - Jul 2022 | 1 |
| Nylife Securities LLC | Fort Collins, CO | Jan 2020 - Dec 2020 | < 1 |
| New York Life Insurance Co | Fort Collins, CO | Dec 2019 - Dec 2020 | 1 |
| Starbucks | Greeley, CO | Apr 2019 - Nov 2019 | < 1 |
| Red Robin | Greeley, CO | Dec 2017 - Aug 2019 | 1 |
| Dominos Pizza | Oklahoma City, OK | Sep 2015 - Oct 2017 | 2 |
| Applebees | Greeley, CO | Sep 2014 - Sep 2015 | 1 |
| Unemployed | Loveland, CO | Jun 2014 - Jul 2014 | < 1 |
| Thompson Valley H.s. | Loveland, CO | Jan 2013 - May 2014 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jun 2020 |
| S65 | NASAA Investment Advisors Law Examination | Oct 2023 |
- WY
-
Total Assets Under Management20,358MILLIONS
-
Total Number of Accounts95,287ACCOUNTS
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Average Account Value$213,647
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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