Eugene J Madden

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

• 10/2009 → 04/2022
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Greenwich, CT
• 07/2011 → 04/2022
  Bank Of America, N.A.
  White Plains, NY
• 04/2022 → Present
  Morgan Stanley Smith Barney Llc
  Purchase, NY
• 04/2022 → Present
  Morgan Stanley Private Bank, N.A
  New York, NY

Previous Registrations

• 2009-10-23 → 2022-04-10
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Greenwich, CT
  White Plains, NY
  White Plains, NY
• 2008-11-28 → 2009-10-23
  Banc Of America Investment Services, Inc.
  Greenwich, CT
• 2008-03-06 → 2008-12-02
  Morgan Stanley & Co. Llc
  Purchase, NY

Other Businesses

*503410 - Savvy Ladies Organization; Investment related: No; New York, New York; Education; Board Member (proprietor, partner, officer, director, employee, trustee, agent); 02/2016; During business hours: 0; After business hours: 4; Referrals

Exams

• S66 Uniform Combined State Law Examination
  2002-03-12
• S65 Uniform Investment Adviser Law Examination
  1997-04-11

Other Names

• Eugene Joseph Madden
• Gene Madden