Charles Reddell
Charles Reddell is a registered investment advisor at Morgan Stanley, based in Fort Worth, TX, with 43 years of industry experience. Charles is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, High Net Worth, Investment Management, Retirement Planning. Their firm serves 2,703,720 clients with $2000B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Morgan Stanley Smith Barney LLC charges a fee for its consulting services, which is generally payable quarterly in advance. The maximum fee for the services is $500,000, and fees are negotiable between the client and their private wealth advisor.
Location
201 Main Street, Suite 1500, Fort Worth, TX, 76102
Get directionsHistory
Regulatory History (2)
Customer Dispute
March 1999Customer Dispute
February 1988Other Business Activities
Charles is a board member for the American Heart Association, co-owner of Money Sense, and a sole proprietor/owner/partner of Mineral Rights. He spends minimal time fundraising for the American Heart Association.
Employment History
Current Registrations
Morgan Stanley
Morgan StanleyBroker
Previous Registrations
UBS Financial Services INC.
UBS Financial Services INC.Broker
RBC Capital Markets Corporation
RBC Capital Markets CorporationBroker
Prudential Securities IncorporatedBroker
State Registrations34 states
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
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