Charise Mason is a registered investment advisor at Morgan Stanley, based in Richmond, VA, with 7 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
901 East Byrd Street, Suite 2000, Richmond, VA, 23219
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Regulatory History (1)
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Financial
July 2020Final
Other 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
July 2022 - Present · 4 yrs 2 mos
Morgan StanleyBroker
June 2022 - Present · 4 yrs 3 mos
Previous Registrations
Fidelity Brokerage Services LLCBroker
August 2021 - May 2022 · 9 mos
Wells Fargo Clearing Services, LLCBroker
September 2018 - May 2021 · 2 yrs 8 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
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.