CC
CC
Charles Carson is a registered investment advisor at Morgan Stanley, based in Leesburg, VA, 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
222 Catoctin Circle, Leesburg, VA, 20175
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Regulatory History (1)
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Employment Separation After Allegations
July 2008Employment History
Current Registrations
Morgan StanleyBroker
June 2009 - Present · 17 yrs 1 mo
Morgan Stanley
June 2009 - Present · 17 yrs 1 mo
Previous Registrations
Morgan Stanley & CO. IncorporatedBroker
October 2008 - June 2009 · 8 mos
Morgan Stanley & CO. Incorporated
October 2008 - June 2009 · 8 mos
UBS Financial Services INC.
April 2008 - August 2008 · 4 mos
UBS Financial Services INC.Broker
April 2008 - August 2008 · 4 mos
Citigroup Global Markets INC.
June 2007 - May 2008 · 11 mos
Citigroup Global Markets INC.Broker
February 2004 - May 2008 · 4 yrs 3 mos
Morgan Stanley Dw INC.Broker
July 2000 - January 2004 · 3 yrs 6 mos
Suntrust Securities, INC.Broker
May 2000 - August 2000 · 3 mos
Crestar Securities CorporationBroker
March 2000 - May 2000 · 2 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
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.