Madison Rosenberg
Investment adviser representative at Morgan Stanley
13 yearsExperience
3 statesRegistered in
$2TFirm assets
17 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feeCommissionsPerformance-basedOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
13 years in the industry.
- Morgan StanleyMar 2025 to now
- Family Motors Too IncMar 2024 to Mar 2025
- Fidelity InvestmentsJun 2023 to Mar 2024
- One Knox ScDec 2022 to May 2023
- The University of Tennessee, KnoxvilleAug 2021 to May 2023
- Pellissippi State Community CollegeJul 2020 to Aug 2021
- Scrambled Jakes Breakfast Co.Jul 2020 to Aug 2021
- The Catholic University of AmericaAug 2019 to May 2020
- Full-time EducationJun 2013 to Aug 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2024
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 3 states (DC, NC, TX).
Morgan Stanley
Legal name: Morgan Stanley Smith Barney LLC
$2TAssets managed
2,703,720Clients
23,165Advisers
17 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7777488
- Firm CRD
- 149777