CM
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Claudia Mollerup-Madsen
25 Years of Experience
Purchase, NY
1 DisclosureBroker
Claudia Mollerup-Madsen is a registered investment advisor at Morgan Stanley, based in Purchase, NY, with 25 years of industry experience. Their practice areas include Investment Management. Their firm serves 2,539,760 clients with $1700B in assets under management.
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
23050 advisors
IM Fee
Planning only
Assets Under Management
$1650.0B
Fee Structure
Investment management only (planning not offered)
Annual Retainer:Up to $500,000/year
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Location
2000 Westchester Avenue, Purchase, NY, 10577-2530
Get directionsHistory
Regulatory History (1)
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Customer Dispute
August 2009Denied
Employment History
Current Registrations
Morgan Stanley
June 2009 - Present · 16 yrs 11 mos
Morgan StanleyBroker
June 2009 - Present · 16 yrs 11 mos
Previous Registrations
Citigroup Global Markets INC.
May 2009 - July 2009 · 2 mos
Citigroup Global Markets INC.Broker
May 2009 - July 2009 · 2 mos
UBS International INC.
June 2002 - June 2009 · 7 yrs
UBS International INC.Broker
June 2002 - June 2009 · 7 yrs
UBS Painewebber INC.Broker
November 2001 - June 2002 · 7 mos
UBS Painewebber INC.
November 2001 - June 2002 · 7 mos
Citicorp Investment ServicesBroker
November 2000 - November 2001 · 1 yr
State Registrations23 states
ALAZCACOCTDEFLGAIAILLAMAMTNENJNMNVNYOKSCTXVAVirgin Islands
AdvisorBrokerBoth
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.