Carla Wright is a registered investment advisor at Morgan Stanley, based in Atlanta, GA, 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
3280 Peachtree Road North East, Suite1600, Atlanta, GA, 30305
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Regulatory History (1)
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Customer Dispute
September 2002Settled
Employment History
Current Registrations
Morgan StanleyBroker
September 2022 - Present · 3 yrs 10 mos
Morgan Stanley
September 2022 - Present · 3 yrs 10 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
July 2015 - September 2022 · 7 yrs 2 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
July 2015 - September 2022 · 7 yrs 2 mos
UBS Financial Services INC.
April 2007 - August 2015 · 8 yrs 4 mos
UBS Financial Services INC.Broker
March 2007 - August 2015 · 8 yrs 5 mos
UBS Financial Services INC.
March 2007 - March 2007 · 0 mos
Citigroup Global Markets INC.
April 2003 - March 2007 · 3 yrs 11 mos
Citigroup Global Markets INC.Broker
February 2001 - March 2007 · 6 yrs 1 mo
Painewebber IncorporatedBroker
April 1996 - February 2001 · 4 yrs 10 mos
State Registrations38 states
AKALARAZCACOCTDCDEFLGAILINKSKYLAMAMDMEMIMSNCNENJNMNVNYOHOKORPARISCTNTXUTVAWA
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.