Charles FeatherstonCRD Number: 1776107
Current Firm: Morgan Stanley
Charles Featherston (CRD# 1776107) is an Investment Advisor Representative working at Morgan Stanley in Stamford, CT and has over 29 years of experience in the finance industry.
Altium Wealth Management LLC
Karagosian Financial Services, Inc.
Ubs Financial Services Inc.
|Morgan Stanley Private Bank, National Association||New York, NY||Jan 2015 - Current||2|
|Morgan Stanley Smith Barney||Stamford, CT||Jun 2009 - Current||7|
|Citigroup Global Markets Inc.||Stamford, CT||Oct 1987 - Jun 2009||21|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Dec 1987|
|S65||NASAA Investment Advisors Law Examination||Mar 2007|
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