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Carrie Kaleleonalani Mceachin

Morgan Stanley

Fayetteville, NC

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Current Employers
Morgan Stanley

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2011-01-10
NC RA APPROVED 2010-12-03
  • TX RA
    APPROVED
    Since 2011-01-10
  • NC RA
    APPROVED
    Since 2010-12-03

Branch Locations

1990 Fordham Drive Suite 200, Fayetteville, NC 28304 • 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
Citigroup Global Markets Inc. Fayetteville NC 04/1999 Present
Morgan Stanley Smith Barney Fayetteville NC 06/2009 Present
Morgan Stanley Private Bank, National Association New York NY 01/2015 Present
  • 04/1999 → Present
    Citigroup Global Markets Inc.
    Fayetteville, NC
  • 06/2009 → Present
    Morgan Stanley Smith Barney
    Fayetteville, NC
  • 01/2015 → Present
    Morgan Stanley Private Bank, National Association
    New York, NY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2010-12-02
S63 Uniform Securities Agent State Law Examination 2001-08-07
  • S66 Uniform Combined State Law Examination
    2010-12-02
  • S63 Uniform Securities Agent State Law Examination
    2001-08-07
Other Names
  • Carrie Monte
  • Carrie Kaleleonalani Monte

View on SEC IAPD

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MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
CREDIT UNION INVESTMENT SERVICES
EDWARD JONES
CAPITAL INVESTMENT ADVISORY SERVICES, LLC
TRUIST ADVISORY SERVICES, INC.

Other Investors

SCOTT JOHN AZZARELLI
EDWIN JACKSON WAREN
DAVID ANTHONY SHELDON
JANE WILLIAMSON SMITH
CHRISTIAN J FRANCO
FRANK L RAMEY
TERESA MCFADDEN ELLIOTT
JORDAN LEWIS ETHINGTON

Other Offices

WELLS FARGO CLEARING SERVICES, LLC · FAYETTEVILLE, NC
WELLS FARGO CLEARING SERVICES, LLC · FAYETTEVILLE, NC
D.A. DAVIDSON & CO. · FAYETTEVILLE, NC
LPL FINANCIAL LLC · FAYETTEVILLE, NC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · FAYETTEVILLE, NC
CREDIT UNION INVESTMENT SERVICES · Fayettteville, NC
CREDIT UNION INVESTMENT SERVICES · Fayetteville, NC
EDWARD JONES · FAYETTEVILLE, NC

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