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Advisors / California / San Diego
34yrs

Patrick Ayers

Financial advisor at Madison Avenue Securities

Based in San Diego, California, Patrick Ayers is a fiduciary financial advisor with 34 years of industry experience. Patrick has been with Madison Avenue Securities since 2017; before that, Patrick spent 20 years at Voya Financial Advisors. Madison Avenue Securities offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, hourly fees, and flat fees.

One of 3649 advisors with offices in San Diego, and one of 3310 fiduciaries.

San Diego, CA 92128Top 9% by experience in San DiegoFiduciary advisor
Call the officeDirections

At a glance

Experience34 years (since 1992)
How that compares ?Top 9% by experience in San Diego
Office13500 Evening Creek Dr N #555, San Diego, CA 92128
How the firm is paid ?Percent of assets, Hourly, Flat fee, Commissions
Typical client at the firm ?$142,909
Advisors at the firm95
States licensed ?1 state

Services through Madison Avenue Securities

Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managers

Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.

Licenses

Exams passed, from the official record. Tap a license to see what it allows.

Series 63Uniform Securities Agent State Law Examination
Series 65Uniform Investment Adviser Law Examination

Career

  1. 2017 – now
  2. 1997 – 2017

Questions to ask Patrick

Tailored to Patrick’s registration and firm.

  1. What's your succession plan, and who would work with me if you retire?
  2. What does a financial plan with you include, and how often is it updated?
  3. If you use outside managers, how are they chosen and what do they cost on top of your fee?
  4. Where would my money be held, and will I get statements directly from that firm?
  5. What would I pay in total each year, in dollars, including fund and trading costs?

My notes and scorecard

Sign in to keep private notes, score your first meeting, and track this advisor alongside others.

About Patrick

How do I contact Patrick?

Call Madison Avenue Securities at (888) 627-7323 and ask for Patrick Ayers. Patrick works from the San Diego, CA office.

How long has Patrick been a financial advisor?

Patrick has been in the industry since 1992, about 34 years. Top 9% by experience in San Diego.

What licenses does Patrick hold?

Series 63, Series 65. Tap any license on this page to see what it allows.

Is Patrick a fiduciary?

Patrick is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.

How is Patrick paid?

Madison Avenue Securities reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, commissions on some products. Ask Patrick for your total yearly cost in dollars.

Official record as of October 3, 2026.

This profile is for information only and is not financial advice or a recommendation.

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