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Charlie Saman

25 Years of Experience
Conroe, TX
Broker

Charlie Saman is a registered investment advisor at Morgan Stanley, based in Conroe, TX, with 25 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

Conroe, TX

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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

Charlie is a member of Emma Jane DTX LLC and The Shed DTX LLC, both investment-related businesses involved in the food and beverage industry. These activities do not appear to require a significant time commitment.

Employment History
Current Registrations
Morgan Stanley
June 2009 - Present · 17 yrs 1 mo
Morgan Stanley
June 2009 - Present · 17 yrs 1 mo
Morgan StanleyBroker
June 2009 - Present · 17 yrs 1 mo
Previous Registrations
Citigroup Global Markets INC.
October 2000 - June 2009 · 8 yrs 8 mos
Citigroup Global Markets INC.Broker
August 2000 - June 2009 · 8 yrs 10 mos
Van Kampen Funds INC.Broker
March 2000 - August 2000 · 5 mos
State Registrations44 states
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AdvisorBrokerBoth

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Exams
No exam information available for this advisor.