Caroline Calder is a registered investment advisor at Morgan Stanley, based in Greenwich, CT, 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
Firm Size
IM Fee
Assets Under Management
Fee Structure
Location
One Fawcett Place, 3rd Floor, Greenwich, CT, 06830
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Caroline is a board member and vice chair of the board at Pequot Library in Southport, Connecticut, since October 2022. She dedicates minimal time to this role outside of business hours.
Employment History
Current Registrations
Morgan StanleyBroker
Morgan Stanley
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
UBS Financial Services INC.
UBS Financial Services INC.Broker
Morgan Stanley Smith Barney LLC
Morgan Stanley Smith BarneyBroker
Fisher Investments,inc.
Suntrust Securities, INC.Broker
Auerbach, Pollak & Richardson INC.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Melhado, Flynn & Associates, INC.Broker
Zweig Securities CORP.Broker
Dominick & Dominick, IncorporatedBroker
State Registrations24 states
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