CW
CW

Constance Woods

26 Years of Experience
Atlanta, GA
Broker

Constance Woods is a registered investment advisor at Morgan Stanley, based in Atlanta, GA, with 26 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
Loading...

Location

5565 Glenridge Connector, Suite 1900, Atlanta, GA, 30342

Get directions

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.

Learn about disclosures →
Employment History
Current Registrations
Morgan StanleyBroker
June 2009 - Present · 16 yrs 11 mos
Morgan Stanley
June 2009 - Present · 16 yrs 11 mos
Morgan Stanley
June 2009 - Present · 16 yrs 11 mos
Previous Registrations
Citigroup Global Markets INC.
April 2003 - June 2009 · 6 yrs 2 mos
Citigroup Global Markets INC.Broker
January 2001 - June 2009 · 8 yrs 5 mos
The Robinson-Humphrey Company, LLCBroker
May 2000 - January 2001 · 8 mos
American Express Financial Advisors INC.Broker
March 2000 - April 2000 · 1 mo
Ids Life Insurance CompanyBroker
March 2000 - April 2000 · 1 mo
State Registrations24 states
ALCADCDEFLGAKYLAMAMDMIMSNCNJNYOHORPAPRSCTNTXVAWA
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.
Constance Woods - Financial Advisor | TrueAdvisor