Carolyn Weaver is a registered investment advisor at Morgan Stanley, based in Peoria, IL, 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
211 Fulton Street, Suite 500A, Peoria, IL, 61602
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Regulatory History (1)
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Customer Dispute
July 2016Denied
Other Business Activities
Carolyn is a passive investor with 4.1% ownership in Prairie Plains LLC since 2011, dedicating minimal time. She is also a sole proprietor/owner/partner of Belwood Capital LLC, a real estate investment LLC, spending minimal time outside business hours.
Employment History
Current Registrations
Morgan Stanley
June 2009 - Present · 16 yrs 11 mos
Morgan StanleyBroker
June 2009 - Present · 16 yrs 11 mos
Previous Registrations
Citigroup Global Markets INC.
September 2006 - June 2009 · 2 yrs 9 mos
Citigroup Global Markets INC.Broker
August 2006 - June 2009 · 2 yrs 10 mos
State Registrations45 states
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AdvisorBrokerBoth
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Exams
No exam information available for this advisor.