LPL Financial
47yrs
Top advisor by experience in San Diego
9yrs
Michael Erwin
Financial advisor at Madison Avenue Securities
Michael Erwin is a fiduciary financial advisor in San Diego, California, with 9 years in the industry. After three years at Edward Jones, Michael joined Madison Avenue Securities in 2020, a firm offering financial planning, investment management, and retirement plan consulting. Madison Avenue Securities reports being 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.
At a glance
Experience9 years (since 2017)
How that compares ?9 years in the industry
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 66Uniform Combined State Law Examination
Career
- 2020 – nowMadison Avenue Securities, LLCCurrent firm
- 2017 – 2020Edward JonesPreviously
Contact Michael
(888) 627-7323Madison Avenue Securities main office 13500 Evening Creek Dr N #555San Diego, CA 92128Office · Get directions
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Questions to ask Michael
Tailored to Michael’s registration and firm.
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Michael
How do I contact Michael?
Call Madison Avenue Securities at (888) 627-7323 and ask for Michael Erwin. Michael works from the San Diego, CA office.
How long has Michael been a financial advisor?
Michael has been in the industry since 2017, about 9 years. 9 years in the industry.
What licenses does Michael hold?
Series 66. Tap any license on this page to see what it allows.
Is Michael a fiduciary?
Michael is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Michael 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 Michael 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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