Charlene Sampson, financial advisor Chapel Hill NC
90 score

Charlene Sampson

CRD Number: 6142065
Current Firm: Morgan Stanley

Charlene Sampson (CRD# 6142065) is an Investment Advisor Representative working at Morgan Stanley in Chapel Hill, NC and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Morgan Stanley Chapel Hill, NC Nov 2012 - Current 5
Office Depot High Point, NC Sep 2012 - Nov 2012 < 1
School Chapel Hill, NC Aug 2008 - Aug 2012 4
Unc Physics Dept Chapel Hill, NC Aug 2011 - Dec 2011 < 1
Coral Sushi Huntersville, NC Jun 2007 - Aug 2010 3
Carolina Student Union Chapel Hill, NC Aug 2008 - Dec 2008 < 1
School Huntersville, NC Jun 2006 - Aug 2008 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jan 2014
Contact Info for Charlene N. Sampson
Phone Number: 914-225-5510
Registered State(s):
  • NC
By the Numbers
  • Total Assets Under Management
    598,503
    MILLIONS
  • Total Number of Accounts
    1,610,240
    ACCOUNTS
  • Average Account Value
    $371,685
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 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
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, WY

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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