Joao Correia
Madison Asset Advisors · New York, New York
Joao Correia is a fee-only financial advisor at Madison Asset Advisors in New York, New York, who holds the CFA credential. Madison Asset Advisors reports charging a percentage of assets and hourly fees on its Form ADV.
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Facts
| Firm | Madison Asset Advisors |
|---|---|
| Based in | New York, New York |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Assets under management | $25.1M across 64 accounts |
| Credentials | CFA |
| SEC registration | Investment adviser representative in NY, WA · CRD 6021918 |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.madisonassetadvisors.com |
How Joao's firm compares
- Madison Asset Advisors's average account is about $392,000, from its Form ADV (assets managed divided by 64 accounts).
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Questions about Joao
Is Joao Correia a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Joao holds no broker registration, and Madison Asset Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Joao charge for financial advice?
Joao's firm, Madison Asset Advisors, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Where is Joao Correia based?
Joao Correia is based in New York, New York.
What credentials does Joao Correia hold?
Joao Correia holds the CFA credential.
Is Joao Correia registered with the SEC?
Yes. Joao Correia is registered as an investment adviser representative in NY and WA (CRD 6021918), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Madison Asset Advisors manage?
Madison Asset Advisors reports $25.1M across 64 accounts in assets under management.
How do I contact Joao Correia?
Through Joao's website, www.madisonassetadvisors.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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