Carlyle Kelly Madden

Employer firm

Brownson, Rehmus & Foxworth, Inc. CRD 110608

$4.79B regulatory AUM 3 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2016 → Present
  Brownson, Rehmus & Foxworth, Inc.
  Chicago, IL

Previous Registrations

• 2009-06-01 → 2016-01-15
  Morgan Stanley
  Chicago, IL
• 2005-03-17 → 2009-06-01
  Morgan Stanley & Co. Llc
  Chicago, IL
  Chicago, IL
• 2003-05-22 → 2004-12-14
  S4 Capital, Llc
  Chicago, IL

Exams

• S63 Uniform Securities Agent State Law Examination
  2005-08-09
• S65 Uniform Investment Adviser Law Examination
  2001-10-29

Designations

• Certified Financial Planner