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Charles Monahan is a registered investment advisor at Morgan Stanley, based in Blue Bell, PA, with 38 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
1787 Sentry Parkway West, Building 18 Street 440, Blue Bell, PA, 19422
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Regulatory History (1)
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Customer Dispute
August 2011Settled
Other Business Activities
Charles is the owner of LC Wellness and Spa LLC, a wellness center. He dedicates minimal time to this activity.
Employment History
Current Registrations
Morgan Stanley
June 2009 - Present · 16 yrs 11 mos
Morgan StanleyBroker
June 2009 - Present · 16 yrs 11 mos
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
August 2005 - April 2007 · 1 yr 8 mos
Morgan Stanley Dw INC.Broker
August 1989 - April 2007 · 17 yrs 8 mos
Jonathan Alan & CO., INC.Broker
March 1989 - August 1989 · 5 mos
Underhill Associates, IncorporatedBroker
September 1988 - March 1990 · 1 yr 6 mos
Andrew Alen Securities, INC.Broker
February 1988 - August 1988 · 6 mos
First Montauk Securities CORP.Broker
August 1987 - February 1988 · 6 mos
State Registrations27 states
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AdvisorBrokerBoth
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Exams
No exam information available for this advisor.