NC
NC

Natasha Carse

11 Years of Experience
Winter Park, FL
Broker

Natasha Carse is a registered investment advisor at Morgan Stanley, based in Winter Park, FL, with 11 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
Loading...

Location

250 Park Avenue South, Suite 500, Winter Park, FL, 32789

Get directions

History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Learn about disclosures →
Other Business Activities

Natasha is an independent contractor for Spark LLC, doing professional organizing, and spends minimal time on this outside of work hours. She is also involved with ESV Family Properties LLC, My Shining Hour LLC, and The Undone Movie LLC, focusing on property rentals, music/video production, and movie production respectively, dedicating minimal time to each.

Employment History
Current Registrations
Morgan Stanley
December 2015 - Present · 10 yrs 5 mos
Morgan StanleyBroker
May 2015 - Present · 11 yrs
Previous Registrations
Stockcross Financial Services, INC.Broker
March 2014 - October 2014 · 7 mos
State Registrations50 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNENHNJNMNVNYOHOKORPAPRRISCTNTXUTVAVTWAWIWVWY
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.
Natasha Carse - Financial Advisor | TrueAdvisor