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Charles Menacho

29 Years of Experience
Dix Hills, NY
Broker

Charles Menacho is a registered investment advisor at Morgan Stanley, based in Dix Hills, NY, 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

Dix Hills, NY

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History

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.

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Other Business Activities

Charles is an officer of the Suffolk Harley Owners Group, a recreational organization, dedicating minimal time outside of business hours. This activity is not investment-related.

Employment History
Current Registrations
Morgan Stanley
May 2020 - Present · 6 yrs
Morgan Stanley
June 2009 - Present · 16 yrs 11 mos
Morgan StanleyBroker
June 2009 - Present · 16 yrs 11 mos
Previous Registrations
Citigroup Global Markets INC.Broker
January 1999 - June 2009 · 10 yrs 5 mos
Legg Mason Wood Walker, IncorporatedBroker
February 1997 - January 1999 · 1 yr 11 mos
Olde Discount CorporationBroker
November 1996 - February 1997 · 3 mos
State Registrations30 states
ALAZCACOCTDCDEFLGAILMAMDMEMIMOMTNCNHNJNVNYOHPASCTNTXVAVTWAWI
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.
Charles Menacho - Financial Advisor | TrueAdvisor