Gareth Livesay (CRD# 7214728) is an Investment Advisor Representative working at Morgan Stanley in Chapel Hill, NC and has over 4 years of experience in the finance industry.
CRD# 2651246
Ae Wealth Management, LLC
CRD# 1158688
Townsend Asset Management Corp.
CRD# 1587979
Raymond James & Associates, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Morgan Stanley Smith Barney LLC | Chapel Hill, NC | Apr 2021 - Current | 3 |
| First Citizens Investor Services | Raleigh, NC | Jan 2020 - Mar 2021 | 1 |
| First Citizens Bank | Cary, NC | Apr 2018 - Mar 2021 | 2 |
| Unemployed | Cary, NC | Feb 2018 - Apr 2018 | < 1 |
| Barnes & Noble | Burlington, NC | Nov 2015 - Feb 2018 | 2 |
| Unemployed | Burlington, NC | Jul 2015 - Nov 2015 | < 1 |
| Saks Off 5th | Mebane, NC | Sep 2014 - Jul 2015 | < 1 |
| Unemployed | Burlington, NC | Aug 2014 - Sep 2014 | < 1 |
| Guy Healy, Japan | Fukuoka, | Jul 2014 - Aug 2014 | < 1 |
| Durham Public School | Durham, NC | Aug 2013 - Jun 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Mar 2020 |
| S66 | NASAA Uniform Combined State Law Examination | Jan 2022 |
- GA
- NC
- TX
-
Total Assets Under Management1,402,426MILLIONS
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Total Number of Accounts2,405,783ACCOUNTS
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Average Account Value$582,939
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Commissions
- Performance-based fees
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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