CK
CK
Charles Kerl
14 Years of Experience
San Francisco, CA
1 DisclosureBroker
Charles Kerl is a registered investment advisor at Morgan Stanley, based in San Francisco, CA, with 14 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
101 California Street 23rd Floor, San Francisco, CA, 94111
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Regulatory History (1)
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Criminal
September 2006Final Disposition
Other Business Activities
Charles is a partner at Bear Unlimited LLC, a real estate company. He spends minimal time on administrative and property management tasks outside of business hours.
Employment History
Current Registrations
Morgan Stanley
August 2011 - Present · 14 yrs 9 mos
Morgan StanleyBroker
July 2011 - Present · 14 yrs 10 mos
State Registrations36 states
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AdvisorBrokerBoth
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Exams
No exam information available for this advisor.