CS
CS
Carly Schiavone
8 Years of Experience
Mount Laurel, NJ
1 DisclosureBroker
Carly Schiavone is a registered investment advisor at Morgan Stanley, based in Mount Laurel, NJ, with 8 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
330 Fellowship Road, Mount Laurel, NJ, 08054
Get directionsHistory
Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Financial
April 2017Final
Other Business Activities
Carly works as a delivery driver for Maplebear Inc. (Instacart) since November 2022, dedicating a few hours per week outside of business hours.
Employment History
Current Registrations
Morgan Stanley
July 2018 - Present · 7 yrs 10 mos
Morgan StanleyBroker
June 2018 - Present · 7 yrs 11 mos
Previous Registrations
T3 Trading Group, LLCBroker
May 2017 - February 2018 · 9 mos
State Registrations33 states
CACOCTDCDEFLGAIDILINKSMAMDMIMOMSNCNDNHNJNVNYOHORPARISCTNTXUTVAVTWA
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.