Charisse GatesCRD Number: 1267264
Current Firm: Morgan Stanley
Charisse Gates (CRD# 1267264) is an Investment Advisor Representative working at Morgan Stanley in Clayton, MO and has over 33 years of experience in the finance industry.
Financial Planning Associates, Inc.
Cutter & Company, Inc.
Carsonallaria Wealth Management, Ltd.
|Morgan Stanley Smith Barney||St. Louis, MO||Jun 2009 - Current||8|
|Morgan Stanley & Company Incorporated||St. Louis, MO||Jan 2009 - Current||9|
|Ubs Financial Services Inc.||St. Louis, MO||Aug 1993 - Jan 2009||15|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Oct 1984|
Total Assets Under Management535,890MILLIONS
Total Number of Accounts1,563,538ACCOUNTS
Average Account Value$342,742
- 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 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