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Carter O'daniel

5 Years of Experience
Dallas, TX
Broker

Carter O'daniel is a registered investment advisor at Morgan Stanley, based in Dallas, TX, with 5 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

2121 North Pearl Street, Suite 500, Dallas, TX, 75201

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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.

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Other Business Activities

Carter is involved with Brooke Emily Media, L.L.C. as a proprietor, partner, officer, director, employee, trustee, or agent since July 2024. This activity is investment-related, but requires no time commitment.

Employment History
Current Registrations
Morgan Stanley
September 2020 - Present · 5 yrs 8 mos
Morgan StanleyBroker
August 2020 - Present · 5 yrs 9 mos
State Registrations26 states
AZCACOFLGAIAIDILKSMAMDMIMNMONCNENHNVNYOKPASDTXUTVAWA
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.