Constance Carmony is a registered investment advisor at Morgan Stanley, based in Waukesha, WI, with 31 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
20975 Swenson Drive, Suite 300, Waukesha, WI, 53186
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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
June 2009 - Present · 16 yrs 11 mos
Morgan StanleyBroker
June 2009 - Present · 16 yrs 11 mos
Previous Registrations
Morgan Stanley & CO. Incorporated
August 2008 - June 2009 · 10 mos
Morgan Stanley & CO. IncorporatedBroker
August 2008 - June 2009 · 10 mos
Robert W. Baird & CO. IncorporatedBroker
March 2000 - August 2008 · 8 yrs 5 mos
American Express Financial Advisors INC.Broker
December 1996 - March 2000 · 3 yrs 3 mos
Ids Life Insurance CompanyBroker
December 1996 - March 2000 · 3 yrs 3 mos
Everen Securities, INC.Broker
May 1996 - August 1996 · 3 mos
Elan Investment Services, INC.Broker
July 1994 - March 1996 · 1 yr 8 mos
State Registrations42 states
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AdvisorBrokerBoth
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Exams
No exam information available for this advisor.