Charles Monahan is a registered investment advisor at Morgan Stanley, based in Blue Bell, PA, with 39 years of industry experience. Charles is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, High Net Worth, Investment Management, Retirement Planning. Their firm serves 2,703,720 clients with $2000B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Morgan Stanley Smith Barney LLC charges a fee for its consulting services, which is generally payable quarterly in advance. The maximum fee for the services is $500,000, and fees are negotiable between the client and their private wealth advisor.
Location
1787 Sentry Parkway West, Building 18 Street 440, Blue Bell, PA, 19422
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Regulatory History (1)
Customer Dispute
August 2011Other 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
Morgan StanleyBroker
Previous Registrations
Morgan Stanley & CO. Incorporated
Morgan Stanley & CO. IncorporatedBroker
Morgan Stanley
Morgan Stanley Dw INC.Broker
Jonathan Alan & CO., INC.Broker
Underhill Associates, IncorporatedBroker
Andrew Alen Securities, INC.Broker
First Montauk Securities CORP.Broker
State Registrations27 states
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
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