Bert C Madden, Jr.

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:

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

Current Employers

Employment History

• 11/2008 → Present
  Morgan Stanley & Co. Incorporated
  Atlanta, GA
• 06/2009 → Present
  Morgan Stanley Smith Barney
  Atlanta, GA
• 01/2015 → Present
  Morgan Stanley Private Bank, National Association
  New York, NY

Previous Registrations

• 2009-01-07 → 2009-06-01
  Morgan Stanley & Co. Llc
  Atlanta, GA
• 2003-03-26 → 2006-06-02
  Morgan Stanley Dw Inc.
  Atlanta, GA
  Atlanta, GA
  Atlanta, GA

Other Businesses

2. LUCAS COVE; ATLANTA, GA. S CORP/REAL ESTATE RESIDENTIAL LOTS; PRESIDENT. 1 AFTER BUSINESS HOURS; 0 DURING BUSINESS HOURS; 05/2008 3. Farming, Madden Brothers Farm; Kingfisher Oklahoma; Not Investment related; Sole Proprietor / Owner / Partner; 03/2017; During business hours: 0; After business hours: 0 5. Personal Trust (2012) ; Investment related; Personal Trust; Co - Trustee (proprietor, partner, officer, director, employee, trustee, agent); Nov 2018; During business hours: 0; After business hours: 1 7. *527882- BCM Family LLC; Investment related-Yes; Atlanta, Georgia; Real Estate, Oil /Energy; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); 07/2022; During business hours: 0; After business hours: 0; Administrative

Exams

• S65 Uniform Investment Adviser Law Examination
  2008-12-31
• S63 Uniform Securities Agent State Law Examination
  1982-11-29

Other Names

• Bert Conger Jr Madden
• Bert Conger Madden
• Bert C Madden Jr
• Bert C Madden
• Bert C Madden Jr.
• Bert C Madden
• Bert C Madden
• Bert C Madden, Jr