Charles Vincent Natt

Employer firm

Morgan Stanley CRD 149777

$1.96T regulatory AUM 416,984 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 04/2007 → Present
  Morgan Stanley & Co., Incorporated
  New York, NY
• 06/2009 → Present
  Morgan Stanley Smith Barney
  New York, NY
• 01/2015 → Present
  Morgan Stanley Private Bank, National Association
  New York, NY

Previous Registrations

• 2007-04-02 → 2009-06-01
  Morgan Stanley & Co. Llc
  New York, NY
• 2006-01-05 → 2007-04-02
  Morgan Stanley Dw Inc.
  New York, NY
  New York, NY

Other Businesses

1. Real Estate; Investment related Yes; Hoboken, NJ; Real Estate; Sole Proprietor / Owner / Partner (proprietor, partner, officer, director, employee, trustee, agent); Apr 2019; During business hours: 0; After business hours: 2; Landlord 2. *484- Power of Attorney; Investment related Yes; Niskayuna, New York; Power of Attorney; 10/2020; During business hours: 4; After business hours: 0; 3. *127-United Synagouge of Hoboken; Investment related -No; Hoboken, New Jersey; Civic/Religious/Community; Finance Committee (proprietor, partner, officer, director, employee, trustee, agent); 09/2021; During business hours: 0; After business hours: 2; Fundraising 4. *574 - POA; Investment related: Yes; Niskayuna, New York; POA; 11/2021; During business hours: 1; After business hours: 0; 6. *098- Power of Attorney; Investment related Yes; Niskayuna, New York; Power of Attorney; 02/2022; During business hours: 2; After business hours: 0; Accounting/Bookkeeping 7. *644 - United Synagogue of Hoboken; Investment related No; Hoboken, New Jersey; Religious; Finance Committee (proprietor, partner, officer, director, employee, trustee, agent); Activity start month/year; During business hours: 0; After business hours: 1; Fundraising, Administrative 8. *541- Psychic Revalation Inc; Investment related-No; Niskayuna, New York; Recreation; Other (proprietor, partner, officer, director, employee, trustee, agent); 12/2022; During business hours: 0; After business hours: 0; Other *621939 - Rochelle Jewel Shapiro LLC; Investment related: No; Niskayuna, New York; poetry; 1% owner. may help with bill pay but designed to avoid probate(proprietor, partner, officer, director, employee, trustee, agent); 1/2025; During business hours: 0; After business hours: 0; Administrative

Exams

• S66 Uniform Combined State Law Examination
  2001-06-07

Designations

• Certified Financial Planner

Other Names

• Charles V Natt