Dennis
Madden

Morgan Stanley

CRD#4595470
Investment Advisor
in New York, NY
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About this Advisor

Dennis Madden is a certified financial planner in New York, New York. Currently an investment advisor with Morgan Stanley, Madden has 15 years of experience as a registered investment advisor. Madden maintains Series 63 and Series 66 licenses, qualifying them as a securities broker. Madden is registered to advise clients in New Jersey and Texas. Throughout their career, Madden has worked at Ubs Financial Services Inc, Morgan Stanley and Morgan Stanley Private Bank, National Association. Morgan Stanley is based out of New York, New York, and has 702 brick-and-mortar locations across the nation. As a company, Morgan Stanley oversees $735 billion in assets throughout 1,724,668 client accounts and employs more than 26,000 people. The amount of assets the firm manages places it among the largest investment advisory firms in the United States. The firm manages 1,070,823 accounts on a discretionary basis, in which the advisor makes all of the buying and selling decisions on the client's behalf. None of the advisory firm's 1,724,668 clients are regarded as high-net-worth individuals, who are defined as investors who have greater than $1 million in investable assets. Morgan Stanley can offer financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars and other services. The firm may charge clients asset-based, fixed, commission-based and other fees.

Certifications and Registrations

Series 63, Series 66, Certified Financial Planner

Years of Experience

15 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for investment companies, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Fixed Fees, Commissions, Others

Disclosures

Yes

Office Location

55 East 52Nd Street 29Th Floor
New York, NY 10055

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Morgan Stanley Brokerage Details

Total Assets Under Management

$729,249,310,930

NY Average: $7,464,549,021
Total Number of Employees

26,000

NY Average: 88
Total Number of Accounts

1,815,592

NY Average: 3,892
Average Account Size

$401,659

NY Average: $1,917,921

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops
  • Other

Dennis Madden Work History

Dennis has 15 years of experience.

2015 - Present (4 years)

Morgan Stanley Private Bank, National Association

2014 - Present (5 years)

Morgan Stanley

2003 - 2014 (11 years)

Ubs Financial Services Inc

Disclosures

Dennis Madden has disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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