Carissa Barney, financial advisor Lutz FL

Carissa Barney

CRD 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.

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Company Name Location Dates Years
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
Contact Info for Carissa M. Barney
Phone Number: 914-225-5510
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    904,301
    MILLIONS
  • Total Number of Accounts
    1,863,328
    ACCOUNTS
  • Average Account Value
    $485,315
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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Data verified by both the advisor and the public regulatory data.

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