Charles Anderson is a registered investment advisor at Morgan Stanley, based in Atlanta, GA, with 33 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
Loading...
Location
3280 Peachtree Road Northeast, Suite 1900, Atlanta, GA, 30305
Get directionsHistory
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
June 2009 - Present · 16 yrs 11 mos
Morgan Stanley
June 2009 - Present · 16 yrs 11 mos
Morgan StanleyBroker
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
June 2004 - April 2007 · 2 yrs 10 mos
Morgan Stanley Dw INC.Broker
June 2004 - April 2007 · 2 yrs 10 mos
UBS Financial Services INC.
March 2003 - June 2004 · 1 yr 3 mos
UBS Financial Services INC.Broker
August 2000 - June 2004 · 3 yrs 10 mos
J.C. Bradford & CO.Broker
March 1996 - August 2000 · 4 yrs 5 mos
Olde Discount CorporationBroker
January 1993 - November 1995 · 2 yrs 10 mos
First Montauk Securities CORP.Broker
October 1992 - January 1993 · 3 mos
Prudential Securities IncorporatedBroker
July 1992 - November 1992 · 4 mos
State Registrations39 states
ALARAZCACODCFLGAHIIDILINKYLAMAMDMEMIMNMOMSMTNCNHNJNVNYOHORPARISCTNTXUTVAWAWIWY
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.