Carol Hunt is a registered investment advisor at Morgan Stanley, based in Boston, MA, with 29 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
28 State Street 26th Floor, Boston, MA, 02109
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Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Morgan Stanley
August 2020 - Present · 5 yrs 9 mos
Morgan StanleyBroker
November 2019 - Present · 6 yrs 6 mos
Previous Registrations
Hilltop Securities INC.Broker
January 2016 - August 2019 · 3 yrs 7 mos
First Southwest Company, LLCBroker
October 2014 - January 2016 · 1 yr 3 mos
Ameriprise Financial Services, INC.Broker
September 2012 - October 2014 · 2 yrs 1 mo
Morgan Stanley Smith BarneyBroker
June 2009 - September 2012 · 3 yrs 3 mos
Citigroup Global Markets INC.Broker
September 1997 - June 2009 · 11 yrs 9 mos
Bear, Stearns & CO. INC.Broker
July 1988 - August 1989 · 1 yr 1 mo
State Registrations34 states
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AdvisorBrokerBoth
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Exams
No exam information available for this advisor.