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Charles Sessa

20 Years of Experience
Naples, FL
Broker

Charles Sessa is a registered investment advisor at Morgan Stanley, based in Naples, FL, with 20 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

Naples, FL

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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

Charles is a partner in BNewt LLC, a real estate partnership. He also serves as a Trustee and Treasurer for the Ocean City Yacht Club and is a Board Member for OCYC Foundation, spending minimal time on these activities.

Employment History
Current Registrations
Morgan StanleyBroker
December 2020 - Present · 5 yrs 9 mos
Morgan Stanley
December 2020 - Present · 5 yrs 9 mos
Morgan Stanley
December 2020 - Present · 5 yrs 9 mos
Previous Registrations
UBS Financial Services INC.
March 2012 - December 2020 · 8 yrs 9 mos
UBS Financial Services INC.Broker
February 2006 - December 2020 · 14 yrs 10 mos
State Registrations25 states
AZCACTDCDEFLGAILINMAMDMIMNMONCNJNYPARISCTXUTVAWAWV
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.