CA
CA
Charles Albanese
39 Years of Experience
Jacksonville, FL
2 DisclosuresBroker
Charles Albanese is a registered investment advisor at Morgan Stanley, based in Jacksonville, FL, 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
6735 Southpoint Drive, Jacksonville, FL, 32216
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Regulatory History (2)
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Customer Dispute
February 2004Settled
Customer Dispute
November 2002Settled
Other Business Activities
Charles serves as an executor for an estate since 2020, spending minimal time on this activity outside of business hours.
Employment History
Current Registrations
Morgan StanleyBroker
June 2009 - Present · 16 yrs 11 mos
Morgan Stanley
June 2009 - Present · 16 yrs 11 mos
Previous Registrations
Morgan Stanley & CO. IncorporatedBroker
April 2007 - June 2009 · 2 yrs 2 mos
Morgan Stanley & CO. Incorporated
April 2007 - June 2009 · 2 yrs 2 mos
Morgan Stanley
August 2002 - April 2007 · 4 yrs 8 mos
Morgan Stanley Dw INC.Broker
December 1989 - April 2007 · 17 yrs 4 mos
Smith Barney, Harris Upham & CO., IncorporatedBroker
September 1989 - September 1989 · 0 mos
Dean Witter Reynolds INC.Broker
November 1986 - December 1989 · 3 yrs 1 mo
Halpert, Oberst and CompanyBroker
September 1986 - November 1986 · 2 mos
State Registrations38 states
ALAZCACOCTDCDEFLGAIDILINLAMAMDMEMIMNMOMSNCNHNJNMNVNYOHORPARISCSDTNTXVAVTWAWI
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.