Gareth LivesayCRD Number: 7214728
Current Firm: Morgan Stanley
Gareth Livesay (CRD# 7214728) is an Investment Advisor Representative working at Morgan Stanley in Atlanta, GA and has over 2 years of experience in the finance industry.
Rollins Financial Advisors, LLC
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merit Financial Advisors
|Morgan Stanley Smith Barney LLC||Atlanta, GA||Apr 2021 - Current||1|
|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|
|Teacher Training||Durham, NC||Jul 2013 - Aug 2013||< 1|
|Sessoms And Rogers, Pa||Durham, NC||Jul 2012 - Jun 2013||< 1|
|Unemployed||Durham, NC||May 2012 - Jul 2012||< 1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Mar 2020|
|S66||NASAA Uniform Combined State Law Examination||Jan 2022|
Total Assets Under Management1,311,935MILLIONS
Total Number of Accounts2,129,899ACCOUNTS
Average Account Value$615,961
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- 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
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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