CM
CM
Charles Minter
34 Years of Experience
Tallahassee, FL
1 DisclosureBroker
Charles Minter is a registered investment advisor at Morgan Stanley, based in Tallahassee, FL, with 34 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
3520 Thomasville Road, Suite 100, Tallahassee, FL, 32309
Get directionsHistory
Regulatory History (1)
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Customer Dispute
May 1995Settled
Other Business Activities
Charles is involved in several business activities, including youth lacrosse as president/coach, oyster farming, and real estate rentals. These activities require minimal time 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
January 2009 - June 2009 · 5 mos
Morgan Stanley & CO. Incorporated
January 2009 - June 2009 · 5 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
August 1991 - February 2009 · 17 yrs 6 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
August 1991 - February 2009 · 17 yrs 6 mos
State Registrations28 states
ALARCACOCTDEFLGAIDINKYMAMDMIMNMSNCNHNJNYOKORPASCTXVAWAWY
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.