CM
CM
Charles Malamut
39 Years of Experience
Northfield, NJ
1 DisclosureBroker
Charles Malamut is a registered investment advisor at Morgan Stanley, based in Northfield, NJ, 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
376 Tilton Road, Northfield, NJ, 08225
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Regulatory History (1)
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Customer Dispute
April 2009Settled
Other Business Activities
Charles is the sole proprietor/owner/partner of Strongbow Stables LLC, a horse farm, spending minimal time on it. He also owns Alemap Holdings LLC, SFSM General Partnership, and Tjelta VA Holdings LLC, all holding companies for investments, and spends minimal time on these activities.
Employment History
Current Registrations
Morgan Stanley
August 2014 - Present · 11 yrs 9 mos
Morgan StanleyBroker
August 2014 - Present · 11 yrs 9 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
March 1993 - August 2014 · 21 yrs 5 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
August 1986 - August 2014 · 28 yrs
State Registrations39 states
ALAZCACOCTDCDEFLGAIAILKSKYLAMAMDMEMIMNMOMTNCNDNJNMNVNYOHORPAPRRISCTNTXVAWAWIWV
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.