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Charles Minter is a registered investment advisor at Morgan Stanley, based in Atlanta, GA, 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
5565 Glenridge Connector, Suite 1900, Atlanta, GA, 30342
Get directionsHistory
Regulatory History (1)
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Customer Dispute
March 2023Denied
Other Business Activities
Charles is the Finance Officer and Executive Committee member for Waldo M. Slaton American Legion Post 140, monitoring their finances. He is also the Finance Officer for the Waldo M Slaton American Legion Post 140 Foundation, a veterans organization.
Employment History
Current Registrations
Morgan Stanley
April 2012 - Present · 14 yrs 1 mo
Morgan StanleyBroker
April 2012 - Present · 14 yrs 1 mo
Previous Registrations
Morgan Keegan & Company, INC.
April 2007 - April 2012 · 5 yrs
Morgan Keegan & Company, INC.Broker
March 2007 - April 2012 · 5 yrs 1 mo
State Registrations19 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.