David Masias

from Madison Partners
SEC regulated
Regulated Investment Advisor
David Masias is a financial advisor based in Wisconsin, Madison, with 12 years of experience. David currently works for Madison Partners. David maintains a S66 license (Uniform Combined State Law Examination), qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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David Masias works at Madison Partners
Madison Partners is a financial advisory firm based in Madison, Wisconsin. It currently has approximately $543,017,001 of assets under management and employs about 12 people. Madison Partners uses a fee structure of and a percentage of assets under your management.
Certifications and registrations
Uniform Combined State Law Examination (S66)
Years registered
5 years
Fee structure
and a percentage of assets under your management
Office location
1502 W Broadway, Suite 301, Madison, Wisconsin, 53713

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