Carl Truluck is a registered investment advisor at Morgan Stanley, based in Columbia, SC, with 42 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
1320 Main Street, Suite 800, Columbia, SC, 29201
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Regulatory History (1)
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Customer Dispute
October 2006Award / Judgment
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.
February 1994 - June 2009 · 15 yrs 4 mos
Citigroup Global Markets INC.Broker
January 1985 - June 2009 · 24 yrs 5 mos
Abiel-Bolles, INC - Investment BankersBroker
January 1984 - February 1985 · 1 yr 1 mo
State Registrations17 states
CACODCDEFLGAMDMINCNENVNYOHRISCTXVA
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.