Carrie
Stringfellow

Morgan Stanley

CRD#5078744
Investment Advisor
in Washington, DC

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About this Advisor

Carrie Stringfellow is a financial advisor based in Washington, District Of Columbia who has 14 years of relevant experience. Stringfellow is an employee of Morgan Stanley. Over the course of their career, they have held roles at Morgan Stanley and Morgan Stanley Private Bank, N.A. Stringfellow maintains a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is registered to advise clients in District Of Columbia, Illinois, Texas and Virginia. Morgan Stanley is an advisory business operating out of Purchase, NY. The firm has offices in 930 locations and a total of 28,000 employees. It manages $1 trillion in total assets across its 2,233,188 customer accounts, making it one of the largest firms in the United States by assets under management. The firm serves 30,383 charitable organizations. Of its 2,233,188 accounts, just 1% are associated with high-net-worth clients who have at least $1 million in investable assets. The firm provides a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars and other services. Fees charged by financial advisors are based on which services the firm provides the client. Fee types billed by Morgan Stanley may include any combination of asset-based, fixed, commission-based and other fees.

Certifications and Registrations

Series 66

Years Registered*

14 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for investment companies, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Fixed Fees, Commissions, Others

Office Location

1775 I Street, North West Suite 200
Washington, DC 20006

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Morgan Stanley Brokerage Details

Total Assets Under Management

$1,185,061,196,999

DC Average: $7,464,549,021
Total Number of Employees

28,000

DC Average: 88
Total Number of Accounts

2,233,188

DC Average: 3,892
Average Account Size

$530,659

DC Average: $1,917,921

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops
  • Other

Carrie Stringfellow Work History

Carrie has been registered as a financial advisor for 14 years.*

2022 - Present (2 years)

Morgan Stanley Private Bank, N.A

2012 - Present (12 years)

Morgan Stanley

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Carrie Stringfellow to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

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Ellen Spitz
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Seth Hart
New York, NY
Charles Doering
Walnut Creek, CA
Janelle Williams
Billings, MT
Calvin Mason
Pueblo, CO
William Dilodovico
Fort Lauderdale, FL

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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