CR
CR

Charles Reardon

39 Years of Experience
Albuquerque, NM
1 DisclosureBroker

Charles Reardon is a registered investment advisor at Morgan Stanley, based in Albuquerque, NM, with 39 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

6565 Americas Parkway, Suite 400, Albuquerque, NM, 87110

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History

Regulatory History (1)
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Customer Dispute
January 2009
Denied
Other Business Activities

Charles is the Vice President of Canon Bonita Ranch, LLC, a ranching business, since 1978. He is also involved with Walk in Wills (estate planning), several trusts, Rio Grande Food Project (charitable work), and The Eklund Fund, LLC (agriculture, construction, real estate, etc.).

Employment History
Current Registrations
Morgan Stanley
June 2009 - Present · 17 yrs 1 mo
Morgan StanleyBroker
June 2009 - Present · 17 yrs 1 mo
Previous Registrations
Morgan Stanley & CO. Incorporated
April 2007 - June 2009 · 2 yrs 2 mos
Morgan Stanley & CO. IncorporatedBroker
April 2007 - June 2009 · 2 yrs 2 mos
Morgan Stanley
November 1991 - April 2007 · 15 yrs 5 mos
Morgan Stanley Dw INC.Broker
July 1986 - April 2007 · 20 yrs 9 mos
State Registrations48 states
AKALARAZCACOCTDCFLGAHIIAIDILINKSKYLAMAMDMIMNMOMSMTNCNENHNJNMNVNYOHOKORPARISCSDTNTXUTVAVTVirgin IslandsWAWIWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.