Madeline N Beaton
Investment adviser representative at Morgan Stanley
13 yearsExperience
2 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 2026 to now
- Natixis Advisors, LLCJun 2024 to Feb 2026
- Natixis Distribution, LLCJun 2024 to Feb 2026
- Sandpiper Productions LLCJan 2024 to May 2024
- Impax Asset ManagementJun 2023 to Aug 2023
- Edgartown Yacht ClubJun 2021 to Aug 2022
- Field Club and BoathouseJun 2021 to Aug 2022
- University of New HampshireJun 2020 to May 2024
- Vail ResortsDec 2017 to Jan 2024
- Bedford Bluffs Inc.May 2017 to Aug 2020
- Bedford New Hampshire School DistrictAug 2013 to Jun 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law2024
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 2 states (CA, 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
- 7948554
- Firm CRD
- 149777