Charles
Townshend
Morgan Stanley
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About this Advisor
Charles Townshend is a financial advisor who works in Washington, District Of Columbia with 7 years of industry experience. Townshend is an employee of Morgan Stanley. Their career trajectory has included roles at Cvent Inc, University Of Virginia, Morgan Stanley and Morgan Stanley Private Bank, National Association. Townshend maintains a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is approved to operate in District Of Columbia and Texas. Morgan Stanley is a registered investment business that has its headquarters in Purchase, NY. The firm has offices in 930 locations and a total of 28,000 financial advisors. It oversees $1 trillion in total assets between its 2,233,188 accounts, placing it among the biggest investment advisory firms in the country by assets under management. The firm advises 30,383 charities and foundations. Of its 2,233,188 client accounts, just 1% are held by high-net-worth investors who have greater than $1 million in assets available to invest. The firm provides a wide array of services, such as 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. A financial advisor's fee schedules depend on the financial services offered. However, fee types billed by Morgan Stanley likely are comprised of any combination of asset-based, fixed, commission-based and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Morgan Stanley Brokerage Details
$1,185,061,196,999
28,000
2,233,188
$530,659
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
Charles Townshend Work History
Charles has been registered as a financial advisor for 7 years.*
Morgan Stanley Private Bank, National Association
Morgan Stanley
Cvent Inc
University Of Virginia
*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 Charles Townshend to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Morgan Stanley
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