Cynthia Earl, financial advisor Tempe AZ
93 score

Cynthia Earl

CRD Number: 3092323
Current Firm: Morgan Stanley

Cynthia Earl (CRD# 3092323) is an Investment Advisor Representative working at Morgan Stanley in Tempe, AZ and has over 18 years of experience in the finance industry.

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Company Name Location Dates Years
Morgan Stanley Smith Barney Tempe, AZ Jun 2009 - Current 8
Citigroup Global Markets Inc. Tempe, AZ Jun 2006 - Current 11
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 2000
Contact Info for Cynthia M. Earl
Phone Number: 914-225-5510
Registered State(s):
  • TX
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
93
Clean Record
This advisor has a clean track record with regulators.

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