Charles Ernest Weinrich

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

• 04/2011 → 11/2016
  Suntrust Investment Services, Inc.
  Atlanta, GA
• 08/2016 → 11/2016
  Suntrust Advisory Services
  Atlanta, GA
• 11/2016 → Present
  Morgan Stanley
  Naples, FL
• 12/2016 → Present
  Morgan Stanley Private Bank, National Association
  New York, NY

Previous Registrations

• 2011-04-13 → 2016-11-17
  Truist Investment Services, Inc.
  Naples, FL
• 2016-08-16 → 2016-11-17
  Truist Advisory Services, Inc.
  Naples, FL
• 2006-07-05 → 2011-04-13
  Fifth Third Securities, Inc.
  Naples, FL
  Naples, FL
  Naples, FL
  Naples, FL
  Naples, FL
  Naples, FL
  Naples, FL
• 2004-12-06 → 2006-06-30
  Citicorp Investment Services
  Hauppauge, NY
  Plainview, NY

Exams

• S65 Uniform Investment Adviser Law Examination
  2003-12-24
• S63 Uniform Securities Agent State Law Examination
  1996-10-08

Other Names

• Charles Weinrich