CM
CM
Charles Moehrke
40 Years of Experience
Chapel Hill, NC
1 DisclosureBroker
Charles Moehrke is a registered investment advisor at Morgan Stanley, based in Chapel Hill, NC, with 40 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
6340 Quadrangle Drive, Suite 300, Chapel Hill, NC, 27517
Get directionsHistory
Regulatory History (1)
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Employment Separation After Allegations
July 1989Employment History
Current Registrations
Morgan Stanley
October 2009 - Present · 16 yrs 7 mos
Morgan StanleyBroker
October 2009 - Present · 16 yrs 7 mos
Previous Registrations
UBS Financial Services INC.
January 1996 - November 2009 · 13 yrs 10 mos
UBS Financial Services INC.Broker
August 1989 - November 2009 · 20 yrs 3 mos
The Stuart-James Company, IncorporatedBroker
September 1986 - August 1989 · 2 yrs 11 mos
Michelin and Company, INC.Broker
January 1986 - September 1986 · 8 mos
State Registrations39 states
ALAZCACOCTDCDEFLGAHIILKSLAMAMDMEMIMNMOMSNCNHNJNMNVNYOHORPASCTNTXUTVAVTWAWIWVWY
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.