Best Investors Account Sign in

Carlos Sanchez

Morgan Stanley

Austin, TX

Claim This Profile
Current Employers
Morgan Stanley

2000 Westchester Avenue, Purchase, NY 10577-2530 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2012-05-04
  • TX RA
    APPROVED
    Since 2012-05-04

Branch Locations

301 Congress Avenue Suite 1400, Austin, TX 78701 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Morgan Stanley Smith Barney Austin TX 06/2009 Present
  • 06/2009 → Present
    Morgan Stanley Smith Barney
    Austin, TX
Other Businesses

2.Rental Property; BUDA, TX; Investment related; transportation; 06/2017; During business hours: 0; After business hours: 3

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2012-05-03
S63 Uniform Securities Agent State Law Examination 2005-12-12
  • S66 Uniform Combined State Law Examination
    2012-05-03
  • S63 Uniform Securities Agent State Law Examination
    2005-12-12
Other Names
  • Carlos Sanchez
  • Carlos Sanchez Jr
  • Carlos Sanchez
  • Carlos Sanchez Jr.

View on SEC IAPD

Other Firms

AUSTIN MONEY MANAGEMENT CORPORATION
EVERLONG FINANCIAL
EDWARD JONES
HARRELL INVESTMENT PARTNERS, LLC
WEATHERGAGE CAPITAL, LLC
LBJ FAMILY WEALTH ADVISORS, LTD.
JAMES S. MARROQUIN, CFP
OSAIC WEALTH, INC.

Other Investors

STEVEN DOUGLAS AYCOCK
ALEXANDER BURTON YEAGER
Jonathan Martin Haefner
David Nathan Van Winkle
DILDA DEEPAK DALVI
ANNA VICTORIA BODINE
Stephanie Caroline Morgan
ROBERT KING HARRELL

Other Offices

AUSTIN MONEY MANAGEMENT CORPORATION · AUSTIN, TX
EVERLONG FINANCIAL · AUSTIN, TX
EDWARD JONES · Austin, TX
HARRELL INVESTMENT PARTNERS, LLC · AUSTIN, TX
WEATHERGAGE CAPITAL, LLC · AUSTIN, TX
LBJ FAMILY WEALTH ADVISORS, LTD. · AUSTIN, TX
JAMES S. MARROQUIN, CFP · AUSTIN, TX
OSAIC WEALTH, INC. · AUSTIN, TX

More in Austin, TX

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor