Brandon Carter, financial advisor Portland OR
90 score

Brandon Carter

CRD Number: 5914146
Current Firm: Morgan Stanley

Brandon Carter (CRD# 5914146) is an Investment Advisor Representative working at Morgan Stanley in Portland, OR and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Morgan Stanley Portland, OR Sep 2015 - Current 1
Morgan Stanley Private Bank, N.a. Portland, OR Sep 2015 - Current 1
Morgan Stanley Seattle, WA Feb 2014 - Sep 2015 1
Morgan Stanley Private Bank, N.a. Seattle, WA Feb 2014 - Sep 2015 1
Unionbanc Investment Services Edmonds, WA Aug 2012 - Feb 2014 1
Union Bank Edmonds, WA Jul 2012 - Feb 2014 1
Skagit State Bank Burlington, WA Apr 2011 - Jul 2012 1
Mcadams Wright Ragen Mount Vernon, WA Feb 2011 - Jan 2012 < 1
Unemployed Mount Vernon, WA Oct 2010 - Feb 2011 < 1
King Nissan Volvo Bellingham, WA Mar 2010 - Oct 2010 < 1
Full Time Student Mount Vernon, WA Sep 1991 - Mar 2010 18
Lyndale Glass Mount Vernon, WA Jun 2007 - Sep 2009 2
Smokey Point Concrete Arlington, WA Jun 2006 - Sep 2006 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 2012
Contact Info for Brandon C. Carter
Phone Number: 914-225-5510
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    535,890
    MILLIONS
  • Total Number of Accounts
    1,563,538
    ACCOUNTS
  • Average Account Value
    $342,742
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 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

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

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