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Charles Manion

7 Years of Experience
Deerfield, IL
Broker

Charles Manion is a registered investment advisor at Morgan Stanley, based in Deerfield, IL, 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

111 South Pfingsten Road, Suite 200, Deerfield, IL, 60015

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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

Charles is involved with an estate since April 2022, spending minimal time on it after business hours. This activity is investment-related.

Employment History
Current Registrations
Morgan Stanley
November 2018 - Present · 7 yrs 6 mos
Morgan StanleyBroker
August 2018 - Present · 7 yrs 9 mos
State Registrations46 states
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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.
Charles Manion - Financial Advisor | TrueAdvisor