Charles Tyndal, financial advisor Nashville TN
96 score

Charles Tyndal

CRD Number: 5923431
Current Firm: Morgan Stanley

Charles Tyndal (CRD# 5923431) is an Investment Advisor Representative working at Morgan Stanley in Nashville, TN and has over 6 years of experience in the finance industry. Charles Tyndal has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Morgan Stanley Private Bank, National Association New York, NY Feb 2017 - Current 1
Morgan Stanley Nashville, TN Feb 2017 - Current 1
Lpl Financial LLC Nashville, TN May 2016 - Feb 2017 < 1
Cap Star Bank Nashville, TN May 2016 - Feb 2017 < 1
Suntrust Investment Services, Inc. Atlanta, GA Sep 2013 - May 2016 2
Suntrust Bank Nashville, TN Aug 2013 - Sep 2015 2
Merrill Lynch, Pierce, Fenner And Smith Incorporated Nashville, TN Oct 2011 - Aug 2013 1
Merrill Lynch Nashville, TN Oct 2011 - Aug 2013 1
Waddell & Reed, Inc. Nashville, TN May 2011 - Aug 2013 2
Waddell & Reed Nashville, TN Jun 2011 - Oct 2011 < 1
Waddell &amp; Reed, Inc. Nashville, TN May 2011 - Oct 2011 < 1
Cypress Inn Tuscaloosa, AL Feb 2010 - Jun 2011 1
Student - Unemployed Birmigham, AL Jan 2010 - Apr 2010 < 1
University Of Alabama Tuscaloosa, AL Jan 2010 - Feb 2010 < 1
Brice Building Birmingham, AL Aug 2008 - Jan 2010 1
University Of Alabama Tuscaloosa, AL Jan 2009 - May 2009 < 1
Brice Building Company Birmingham, AL Aug 2008 - Jan 2009 < 1
University Of Alabama Tuscaloosa, AL Aug 2007 - Aug 2008 1
Unemployed - Student Birmingham, AL Jan 2007 - Aug 2008 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Nov 2011
Contact Info for Charles M. Tyndal
Phone Number: 914-225-5510
Registered State(s):
  • TN
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
96
Clean Record
This advisor has a clean track record with regulators.

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