Charles Walz is a registered investment advisor at Morgan Stanley, based in Madison, CT, 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
Firm Size
IM Fee
Assets Under Management
Fee Structure
Location
741 Boston Post Road, Madison, CT, 06443
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Charles owns rental real estate property since June 2024 in Heath, Massachusetts. He spends minimal time on this activity outside of business hours.
Employment History
Current Registrations
Morgan Stanley
Morgan StanleyBroker
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Citigroup Global Markets INC.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations44 states
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