AC
AC
Anissa Calhoun
18 Years of Experience
Spartanburg, SC
1 DisclosureBroker
Anissa Calhoun is a registered investment advisor at Morgan Stanley, based in Spartanburg, SC, with 18 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
320 East Main Street, Suite 410, Spartanburg, SC, 29302
Get directionsHistory
Regulatory History (1)
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Customer Dispute
October 2025Denied
Employment History
Current Registrations
Morgan Stanley
May 2023 - Present · 3 yrs 2 mos
Morgan StanleyBroker
May 2023 - Present · 3 yrs 2 mos
Previous Registrations
UBS Financial Services INC.
July 2009 - May 2023 · 13 yrs 10 mos
UBS Financial Services INC.Broker
July 2009 - May 2023 · 13 yrs 10 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
January 2008 - June 2009 · 1 yr 5 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
October 2007 - June 2009 · 1 yr 8 mos
State Registrations36 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.