Marion Charicki is a registered investment advisor at Morgan Stanley, based in Oak Brook, IL, with 20 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
2211 York Road, Suite 100, Oak Brook, IL, 60523
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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
August 2022 - Present · 3 yrs 9 mos
Morgan StanleyBroker
August 2022 - Present · 3 yrs 9 mos
Previous Registrations
Fifth Third Securities, INC.
June 2019 - August 2022 · 3 yrs 2 mos
Fifth Third Securities, INC.Broker
June 2019 - August 2022 · 3 yrs 2 mos
Cetera Investment Advisers LLC
January 2014 - May 2019 · 5 yrs 4 mos
Cetera Investment Services LLCBroker
December 2011 - May 2019 · 7 yrs 5 mos
Cetera Investment Services LLC
December 2011 - January 2014 · 2 yrs 1 mo
Vision Asset Management INC
January 2006 - September 2009 · 3 yrs 8 mos
Vision Investment Services, INC.Broker
January 2006 - December 2011 · 5 yrs 11 mos
PFS Investments INC.Broker
April 1999 - December 1999 · 8 mos
State Registrations20 states
ALAZCACOFLGAIAILINKYMINCNYOHPASCTXVAWAWI
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.