Madison Maile Osias

Employer firm

Morgan Stanley CRD 149777

$1.96T regulatory AUM 416,984 advisory clients

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Portfolio management (investment companies)
Portfolio management (institutions)
Pension consulting
Selection of other advisers

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

Current Employers

Morgan Stanley

2000 Westchester Avenue, Purchase, NY 10577-2530 • United States

Current Registrations

Authority	Category	Status	Date
CA	RA	APPROVED	2024-06-12
KS	RA	APPROVED	2022-07-26
TX	RA	APPROVED_RES	2022-01-27
MO	RA	APPROVED	2019-09-25

CA RA
APPROVED

Since 2024-06-12
KS RA
APPROVED

Since 2022-07-26
TX RA
APPROVED_RES

Since 2022-01-27
MO RA
APPROVED

Since 2019-09-25

Branch Locations

1901 Main Street Suite 700, Irvine, CA 92614 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Morgan Stanley Smith Barney Llc	Irvine	CA	07/2019	Present
Kansas City Sports Commission	Kansas City	MO	05/2017	07/2019
University Of Mississippi	University	MS	08/2016	05/2017
Morgan Stanley Private Bank, N.A.	New York	NY	07/2019	Present

07/2019 → Present

Morgan Stanley Smith Barney Llc

Irvine, CA
05/2017 → 07/2019

Kansas City Sports Commission

Kansas City, MO
08/2016 → 05/2017

University Of Mississippi

University, MS
07/2019 → Present

Morgan Stanley Private Bank, N.A.

New York, NY

Other Businesses

*611450 - Saddleback College; Investment related: No; Mission Viejo, California; Education; Assistant Softball Coach(proprietor, partner, officer, director, employee, trustee, agent); 9/2024; During business hours: 0; After business hours: 15; Labor/Service:Other

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2019-09-25

S66 Uniform Combined State Law Examination

2019-09-25

View on SEC IAPD