Financial ADVSR advisor directory · SEC adviser records

Morgan Stanley financial advisors in Charlotte, NC

Every SEC-registered investment adviser representative at a Morgan Stanley office in Charlotte, A to Z.

The short answer

95 registered advisors work at Morgan Stanley in Charlotte, out of 20,803 at the firm nationwide; it ranks number 9 in the city by advisors. 5 list the CFP designation and 95 are also registered broker representatives.

Morgan Stanley advisors in Charlotte, A to Z

Every Morgan Stanley advisor →

Gianni T. AbballeCertified Financial Planner · Also a broker rep
Michael B. AndersonAlso a broker rep
James L. BiggersAlso a broker rep
Robert G. BiggersAlso a broker rep
Nicole M. BlumenthalAlso a broker rep
Turner BobbittAlso a broker rep
Paige V. BrennerAlso a broker rep
Marjori S. BrownAlso a broker rep
Robert M. BrownlowAlso a broker rep
Larry CabreraCertified Financial Planner · Also a broker rep
Alexander D. ChambarryAlso a broker rep
John R. CieslaAlso a broker rep
Raymond M. CooperAlso a broker rep
Edwin A. DalrympleAlso a broker rep
Amanda M. DavisAlso a broker rep
Henderson W. Dawson Jr.Also a broker rep
Nicholas DecamilloAlso a broker rep
Ricardo L. Desoto IIAlso a broker rep
Paulino M. DiazAlso a broker rep
Paige M. DonaghyAlso a broker rep
Gregory P. DuckworthAlso a broker rep
Philip DusekAlso a broker rep
Geoffrey A. ElliottAlso a broker rep
Michael G. FeldAlso a broker rep
Shaun C. FergusonAlso a broker rep
Mary FernandezAlso a broker rep
Matthew FerraraAlso a broker rep
Marshall J. FriedmanAlso a broker rep
Jeffrey B. GaskinAlso a broker rep
John GranzowAlso a broker rep
John Granzow IIAlso a broker rep
Brian G. GreenCertified Financial Planner · Also a broker rep
Mary K. HaneyAlso a broker rep
James D. Harris Jr.Also a broker rep
Serena HenryAlso a broker rep
Megan M. HernAlso a broker rep
Jarrod M. HilemanAlso a broker rep
Jayne J. HollifieldAlso a broker rep
Hollie R. HuntAlso a broker rep
Julie JonesChartered Financial Analyst · Also a broker rep
Courtney E. JoynerAlso a broker rep
Mark L. JoynerAlso a broker rep
Keith G. Kepley Jr.Also a broker rep
Chandler D. KingAlso a broker rep
Erik KuschnerAlso a broker rep
Erika C. LamarqueAlso a broker rep
Lisa K. LeavyAlso a broker rep
Macie F. LenderinkAlso a broker rep
Robert M. LenderinkAlso a broker rep
Carlo J. LicataAlso a broker rep
James J. Lilley IIAlso a broker rep
Caroline E. LittrellAlso a broker rep
Ryan LopezAlso a broker rep
Frances ManganAlso a broker rep
Curtis MasonAlso a broker rep
Blake E. McCallAlso a broker rep
Jessie M. McColloughAlso a broker rep
Jeremy P. McPhersonAlso a broker rep
James A. MinorAlso a broker rep
Lisa M. MirabellaAlso a broker rep
Francis D. Moise Jr.Also a broker rep
Francis D. Moise IIIAlso a broker rep
John M. MooreAlso a broker rep
Matthew D. PayneAlso a broker rep
Lauren PoletoCertified Financial Planner · Also a broker rep
Anthony B. PrudhommeAlso a broker rep
Kenneth G. PryceAlso a broker rep
Brenton T. PurcellAlso a broker rep
Joshua L. RegnaudAlso a broker rep
Greegory ReyesAlso a broker rep
Carol S. ReynoldsAlso a broker rep
Gwynne S. Richards PfeiferAlso a broker rep
James M. RichardsonAlso a broker rep
Madison RosenbergAlso a broker rep
Maria J. SaldarriagaAlso a broker rep
Dan H. SingletaryAlso a broker rep
Helen A. SmithAlso a broker rep
Brian R. SnyderAlso a broker rep
Jeff D. SnyderAlso a broker rep
Andrea D. SpangenbergerAlso a broker rep
Allen R. Stafford Jr.Also a broker rep
Julianne M. SundstromAlso a broker rep
Jonathan W. TedescoAlso a broker rep
Indira V. TinsleyAlso a broker rep
Ryan W. TitusAlso a broker rep
Anthony F. VigliottiAlso a broker rep
Osten H. WaiteAlso a broker rep
Jacob C. WebbAlso a broker rep
Robert R. WellsCertified Financial Planner · Also a broker rep
James D. WestmorelandAlso a broker rep
Jason D. WestmorelandAlso a broker rep
Patricia WilfongAlso a broker rep
Kelly D. WilliamsAlso a broker rep
Charles F. WixsonAlso a broker rep
Andrew P. YoungAlso a broker rep

Morgan Stanley advisors in every city and state →Morgan Stanley: assets, clients and custodians →Morgan Stanley news and advisor moves →Morgan Stanley payout grid vs. other firms →Advisor Moves: who changed firms this week →

Morgan Stanley advisors in other cities

New York, NY 2,084 Purchase, NY 560 Chicago, IL 557 San Francisco, CA 418 Miami, FL 414 Atlanta, GA 411 Boston, MA 347 Houston, TX 304 Tampa, FL 296 Alpharetta, GA 283 Morristown, NJ 243 Dallas, TX 226 Washington, DC 211 Garden City, NY 202 Los Angeles, CA 194

Other firms in Charlotte

All Charlotte advisors →

Vanguard Advisers, Inc. 641 Merrill Lynch, Pierce, Fenner & Smith Incorporated 434 Wells Fargo Clearing Services, LLC 395 Tiaa-Cref Individual & Institutional Services, LLC 321 UBS Financial Services Inc. 147 Truist Advisory Services, Inc. 118 LPL Financial LLC 107 Ameriprise Financial Services, LLC 102 Strategic Advisers LLC 82 Ip Financial Advisory Services LLC 66 Principal Advised Services 66 First Citizens Investor Services, Inc. 54

Questions

How many financial advisors does Morgan Stanley have in Charlotte?

95 investment adviser representatives are registered at Morgan Stanley offices in Charlotte, North Carolina, according to the SEC's Investment Adviser Public Disclosure records, out of 20,803 nationwide. 5 list the CFP designation and 95 are also registered as broker representatives.

Is Morgan Stanley one of the largest advisor employers in Charlotte?

Morgan Stanley ranks number 9 in Charlotte by registered advisors; Vanguard Advisers, Inc. has the most, with 641.

How do I check a Morgan Stanley advisor in Charlotte?

Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Morgan Stanley office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.