CW
CW

Colleen Weaver

12 Years of Experience
Atlanta, GA
Broker

Colleen Weaver is a registered investment advisor at Morgan Stanley, based in Atlanta, GA, with 12 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

3280 Peachtree Road North East, Suite1600, Atlanta, GA, 30305

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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

Colleen is involved in several real estate ventures, including DLB Management LLC since 2018, 001 Manitoba rental property since 2019, MiniBear Properties LLC since 2019, real estate as a sole proprietor since 2021, and another rental property since 2024. These activities take about 10-20% of her time.

Employment History
Current Registrations
Morgan Stanley
May 2019 - Present · 7 yrs
Morgan StanleyBroker
May 2019 - Present · 7 yrs
Previous Registrations
Suntrust Advisory Services, INC.
July 2016 - April 2019 · 2 yrs 9 mos
Suntrust Investment Services, INC.
June 2016 - December 2016 · 6 mos
Suntrust Investment Services, INC.Broker
June 2016 - April 2019 · 2 yrs 10 mos
RBC Capital Markets, LLC
October 2014 - June 2016 · 1 yr 8 mos
RBC Capital Markets, LLCBroker
October 2014 - June 2016 · 1 yr 8 mos
Next Financial Group, INC.
January 2014 - October 2014 · 9 mos
Next Financial Group, INC.Broker
March 2013 - October 2014 · 1 yr 7 mos
State Registrations39 states
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AdvisorBrokerBoth

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Exams
No exam information available for this advisor.