Charles
Ellison
Morgan Stanley
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About this Advisor
Charles Ellison is a financial advisor operating out of Winchester, Virginia with a total of 14 years of industry experience. Ellison is an employee of Morgan Stanley. Their career trajectory has included roles at Morgan Stanley & Co., Inc, Morgan Stanley Smith Barney and Morgan Stanley Private Bank, National Association. Ellison maintains a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is approved to advise clients in Texas and Virginia. Morgan Stanley is a company that has its headquarters in Purchase, NY. It has offices in 930 locations and a total of 28,000 advisors. It has $1 trillion in assets under management between its 2,233,188 customer accounts, making it one of the largest investment advisory firms in the country by assets under management. The firm serves 30,383 charitable organizations. Of its 2,233,188 accounts, just 1% belong to high-net-worth investors who have more than $1 million in investable assets. The company performs a broad 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. Fees for financial advice typically vary depending on which services the firm provides the client. However, fee types charged by Morgan Stanley most likely consist of any blend 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 Ellison Work History
Charles has been registered as a financial advisor for 14 years.*
Morgan Stanley Private Bank, National Association
Morgan Stanley Smith Barney
Morgan Stanley & Co., Inc
*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 Ellison 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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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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