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Carissa Barney

19 Years of Experience
Tampa, FL
Broker

Carissa Barney is a registered investment advisor at Morgan Stanley, based in Tampa, FL, with 19 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

4890 West Kennedy Boulevard Suite 700, Tampa, FL, 33609

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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

Carissa owns a rental condo in St. Petersburg, Florida, acting as a landlord. This activity is not investment-related and requires minimal time.

Employment History
Current Registrations
Morgan Stanley
July 2015 - Present · 10 yrs 10 mos
Morgan StanleyBroker
March 2015 - Present · 11 yrs 2 mos
Previous Registrations
Suntrust Investment Services, INC.Broker
September 2013 - March 2015 · 1 yr 6 mos
Fifth Third Securities, INC.Broker
December 2010 - October 2011 · 10 mos
Banc of America Investment Services, INC.Broker
March 2003 - June 2009 · 6 yrs 3 mos
State Registrations26 states
AZCACODEFLGAINKSKYMAMDMINCNENJNYOHORRISCTNTXUTVAVTWA
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.