Charlene Strauss-Wilson is a registered investment advisor at Morgan Stanley, based in Mequon, WI, with 22 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
11501 North Port Washington, Mequon, WI, 53092
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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
February 2017 - Present · 9 yrs 3 mos
Morgan StanleyBroker
February 2017 - Present · 9 yrs 3 mos
Previous Registrations
Wells Fargo Clearing Services, LLC
March 2006 - March 2017 · 11 yrs
Wells Fargo Clearing Services, LLCBroker
March 2006 - March 2017 · 11 yrs
Robert W. Baird & CO. Incorporated
October 2003 - December 2005 · 2 yrs 2 mos
Robert W. Baird & CO. IncorporatedBroker
June 2003 - January 2006 · 2 yrs 7 mos
State Registrations49 states
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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.