Charles Hubbard, financial advisor Beverly Hills CA
88 score

Charles Hubbard

CRD Number: 5944776
Current Firm: Morgan Stanley

Charles Hubbard (CRD# 5944776) is an Investment Advisor Representative working at Morgan Stanley in Beverly Hills, CA and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Rbc Wealth Management Beverly Hills, CA Mar 2013 - Current 3
The Vanguard Group, Inc. Scottsdale, AZ Aug 2012 - Nov 2012 < 1
Arizona State University Tempe, AZ Aug 2007 - May 2012 4
Fox Sports Arizona Phoenix, AZ Feb 2012 - Apr 2012 < 1
Rbc Dain Raucher Phoenix, AZ Jun 2011 - Dec 2011 < 1
California Golf Club San Francisco, CA Jun 2008 - Dec 2010 2
Oakland Athletics Phoenix, AZ Feb 2010 - Apr 2010 < 1
Tempe Recreation Tempe, AZ Apr 2009 - Feb 2010 < 1
Burlingame High School Burlingame, CA Aug 2003 - Jun 2007 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Nov 2014
Contact Info for Charles P. Hubbard
Phone Number: 914-225-5510
Registered State(s):
  • CA
  • TX
By the Numbers
  • Total Assets Under Management
    535,890
    MILLIONS
  • Total Number of Accounts
    1,563,538
    ACCOUNTS
  • Average Account Value
    $342,742
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • 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
Types of Clients
Registered States

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

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BADGES
88
Clean Record
This advisor has a clean track record with regulators.

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