CI
CI

Charles Ide

32 Years of Experience
Toledo, OH
Broker

Charles Ide is a registered investment advisor at Morgan Stanley, based in Toledo, OH, with 32 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

7311 Crossleigh Court, Toledo, OH, 43617

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Charles owns Astro Hot Rod Shop, buying and selling vintage cars and parts since 2004. He spends minimal time on this activity 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
December 2008 - June 2009 · 6 mos
Morgan Stanley & CO. Incorporated
December 2008 - June 2009 · 6 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
April 2000 - December 2008 · 8 yrs 8 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
March 1995 - December 2008 · 13 yrs 9 mos
Dean Witter Reynolds INC.Broker
January 1994 - February 1995 · 1 yr 1 mo
State Registrations49 states
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AdvisorBrokerBoth

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Exams
No exam information available for this advisor.