ChooseAFinancialAdvisor.com
Advisors / Colorado / Highlands Ranch
7yrs

Mark Madden

Financial advisor at Merrill Lynch, Pierce, Fenner & Smith

Mark Madden is a fiduciary financial advisor in Highlands Ranch, Colorado, with 7 years in the industry. Mark joined Merrill Lynch, Pierce, Fenner & Smith in 2025, after a year at Valic Financial Advisors. Merrill Lynch, Pierce, Fenner & Smith offers investment management, retirement plan consulting, and selecting outside investment managers and is paid through a percentage of assets, flat fees, and commissions.

One of 174 advisors with offices in Highlands Ranch, and one of 157 fiduciaries.

Highlands Ranch, CO 80129Fiduciary advisor

At a glance

Experience7 years (since 2019)
How that compares ?7 years in the industry
Office1112 CPL Max Donahue Ln, Highlands Ranch, CO 80129
How the firm is paid ?Percent of assets, Flat fee, Commissions
Typical client at the firm ?$860,085
Advisors at the firm25,559
States licensed ?2 states

Services through Merrill Lynch, Pierce, Fenner & Smith

Investment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshopsOther services

Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.

Licenses

Exams passed, from the official record. Tap a license to see what it allows.

Series 63Uniform Securities Agent State Law Examination
Series 65Uniform Investment Adviser Law Examination

Career

  1. Dec 2025 – now
  2. Oct 2024 – Dec 2025
  3. 2020 – 2023

Questions to ask Mark

Tailored to Mark’s registration and firm.

  1. At a firm this size, will I work with you directly or with a service team?
  2. If you use outside managers, how are they chosen and what do they cost on top of your fee?
  3. Where would my money be held, and will I get statements directly from that firm?
  4. What would I pay in total each year, in dollars, including fund and trading costs?

My notes and scorecard

Sign in to keep private notes, score your first meeting, and track this advisor alongside others.

About Mark

How do I contact Mark?

Call Merrill Lynch, Pierce, Fenner & Smith at 800-637-7455 and ask for Mark Madden. Mark works from the Highlands Ranch, CO office.

How long has Mark been a financial advisor?

Mark has been in the industry since 2019, about 7 years. 7 years in the industry.

What licenses does Mark hold?

Series 63, Series 65. Tap any license on this page to see what it allows.

Is Mark a fiduciary?

Mark is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.

How is Mark paid?

Merrill Lynch, Pierce, Fenner & Smith reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products. Ask Mark for your total yearly cost in dollars.

Official record as of October 3, 2026.

This profile is for information only and is not financial advice or a recommendation.

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