Carissa BarneyCRD Number: 4406164
Current Firm: Morgan Stanley
Carissa Barney (CRD# 4406164) is an Investment Advisor Representative working at Morgan Stanley in Lutz, FL and has over 17 years of experience in the finance industry.
Commonwealth Financial Network
Econologics Financial Advisors
Raymond James & Associates, Inc.
|Morgan Stanley Private Bank, National Association||New York, NY||Apr 2015 - Current||5|
|Morgan Stanley||Lutz, FL||Mar 2015 - Current||5|
|Suntrust Investment Services, Inc.||Atlanta, GA||Sep 2013 - Current||7|
|Suntrust Bank||Springhill, FL||Jul 2013 - Current||7|
|Fifth Third Bank||Tampa, FL||Jul 2009 - Jul 2013||4|
|Fifth Third Securities||Tampa, FL||Dec 2010 - Oct 2011||< 1|
|Banc Of America Investment Services, Inc.||Tampa, FL||Jan 2003 - Jun 2009||6|
|Bank Of America, N.a.||Tampa, FL||Jun 1997 - Jun 2009||12|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jun 2015|
|S63||Uniform Securities State Law Examination||Apr 2003|
Total Assets Under Management904,301MILLIONS
Total Number of Accounts1,863,328ACCOUNTS
Average Account Value$485,315
- 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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