Charise Parham is a registered investment advisor at Morgan Stanley, based in Richmond, VA, with 7 years of industry experience. Charise is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, High Net Worth, Investment Management, Retirement Planning. Their firm serves 2,703,720 clients with $2000B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Morgan Stanley Smith Barney LLC charges a fee for its consulting services, which is generally payable quarterly in advance. The maximum fee for the services is $500,000, and fees are negotiable between the client and their private wealth advisor.
Location
901 East Byrd Street, Suite 2000, Richmond, VA, 23219
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Regulatory History (1)
Financial
July 2020Other Business Activities
Charise works as an independent contractor for Amazon doing package delivery and for Instacart doing customer service. These activities take about 10-20% of her time combined.
Employment History
Current Registrations
Morgan Stanley
Morgan StanleyBroker
Previous Registrations
Fidelity Brokerage Services LLCBroker
Wells Fargo Clearing Services, LLCBroker
State Registrations53 states
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
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