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Madison Mcgarry

Morgan Stanley

New York, NY

CRD 7981516

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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

AuthorityCategoryStatusDate
TX RA APPROVED 2025-11-20
NY RA APPROVED 2025-11-10
  • TX RA
    APPROVED
    Since 2025-11-20
  • NY RA
    APPROVED
    Since 2025-11-10

Branch Locations

55 East 52Nd Street 12Th Floor, New York, NY 10055 • 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
OrganizationCityStateFromTo
Morgan Stanley New York NY 07/2025 Present
Ubs Winter Park FL 09/2024 03/2025
Avenues Wealth Winter Park FL 06/2024 09/2024
Quantum Sports & Entertainment Group Orlando FL 06/2023 08/2023
Exelon Corporation Plymouth Meeting PA 06/2022 08/2022
Rollins College Winter Park FL 08/2020 05/2025
Cb West High School Doylestown PA 08/2016 06/2020
  • 07/2025 → Present
    Morgan Stanley
    New York, NY
  • 09/2024 → 03/2025
    Ubs
    Winter Park, FL
  • 06/2024 → 09/2024
    Avenues Wealth
    Winter Park, FL
  • 06/2023 → 08/2023
    Quantum Sports & Entertainment Group
    Orlando, FL
  • 06/2022 → 08/2022
    Exelon Corporation
    Plymouth Meeting, PA
  • 08/2020 → 05/2025
    Rollins College
    Winter Park, FL
  • 08/2016 → 06/2020
    Cb West High School
    Doylestown, PA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-06-26
  • S66 Uniform Combined State Law Examination
    2025-06-26
Other Names
  • Madison Lee Mcgarry

View on SEC IAPD

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