Charles ShartleCRD Number: 1198763
Current Firm: Morgan Stanley
Charles Shartle (CRD# 1198763) is an Investment Advisor Representative working at Morgan Stanley in Spartanburg, SC and has over 33 years of experience in the finance industry.
Cetera Advisor Networks LLC
1st Global Advisors Inc.
Securities America Advisors, Inc.
|Morgan Stanley Private Bank, National Association||New York, NY||Jan 2015 - Current||2|
|Morgan Stanley Smith Barney||Spartanburg, SC||Jun 2009 - Current||7|
|Citigroup Global Markets Inc.||Baton Rouge, LA||Feb 2006 - Current||10|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Oct 1983|
|S65||NASAA Investment Advisors Law Examination||Mar 1994|
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