CW
CW

Carina Watson

5 Years of Experience
Greenville, DE
Broker

Carina Watson is a registered investment advisor at Morgan Stanley, based in Greenville, DE, 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
Loading...

Location

500 DuPont Field Blvd., Suite 300, Greenville, DE, 19807

Get directions

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.

Learn about disclosures →
Other Business Activities

Carina is the sole proprietor/owner of retail/online stores since November 2023. She spends a few hours per week on this activity.

Employment History
Current Registrations
Morgan Stanley
October 2020 - Present · 5 yrs 9 mos
Morgan StanleyBroker
September 2020 - Present · 5 yrs 10 mos
State Registrations35 states
ALAZCACOCTDEFLGAILKSLAMAMDMIMNMOMTNCNHNJNMNVNYOHOKORPASCTNTXVAWAWIWVWY
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.