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Carmalene Churba

7 Years of Experience
Austin, TX
Broker

Carmalene Churba is a registered investment advisor at Morgan Stanley, based in Austin, TX, 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

8701 Bee Caves Road, Suite 300, Austin, TX, 78746

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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

Carmalene is involved with Spicewood Warhouse LLC as LPT in Spicewood, TX, since 2017. This activity requires minimal time and does not occur during trading hours.

Employment History
Current Registrations
Morgan Stanley
March 2023 - Present · 3 yrs 2 mos
Morgan StanleyBroker
March 2023 - Present · 3 yrs 2 mos
Previous Registrations
Edward Jones
June 2018 - March 2023 · 4 yrs 9 mos
Edward JonesBroker
May 2018 - March 2023 · 4 yrs 10 mos
State Registrations44 states
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AdvisorBrokerBoth

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Exams
No exam information available for this advisor.