Madison Rae Smith
Investment adviser representative at Morgan Stanley
10 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
10 years in the industry.
- Morgan StanleyMay 2025 to now
- Osaic Wealth, Inc.Jan 2025 to May 2025
- Osaic Fa IncJul 2024 to Jan 2025
- Massmutual Life Insurance CoNov 2023 to Jul 2024
- MML Investors Services, LLCJul 2023 to Jul 2024
- UnemployedMay 2023 to Jul 2023
- Fulton BankJun 2022 to Aug 2022
- Walker Sales & Distribution Inc.Jun 2021 to Aug 2021
- Loyola University MarylandSep 2019 to May 2023
- Walker Sales & Distribution Inc.May 2019 to Sep 2019
- Elizabethtown Area High SchoolSep 2015 to May 2019
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 3 states (MD, PA, 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
- 7779167
- Firm CRD
- 149777