Charles B Hagel

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

• 07/2012 → 01/2017
  Directed Services Llc
  Marietta, GA
• 09/2014 → 01/2017
  Voya Financial
  Marietta, GA
• 09/2014 → 01/2017
  Voya American Equities
  Marietta, GA
• 09/2014 → 01/2017
  Voya Financial Advisors
  Marietta, GA
• 09/2014 → 01/2017
  Voya Financial Partners
  Marietta, GA
• 09/2014 → 09/2016
  Voya Retirement Advisors
  Marietta, GA
• 06/2017 → 12/2023
  Suntrust Investment Services
  Atlanta, GA
• 02/2017 → 04/2017
  Unemployed
  Atlanta, GA
• 07/2017 → 12/2023
  Suntrust Advisory Services, Inc.
  Atlanta, GA
• 01/2024 → Present
  Morgan Stanley
  Atlanta, GA

Previous Registrations

• 2017-07-24 → 2024-01-02
  Truist Advisory Services, Inc.
  Atlanta, GA
• 2012-07-31 → 2017-02-02
  Voya Financial Advisors, Inc.
  Damascus, MD
  Marietta, GA
  Windsor, CT
  Stillwater, MN
• 2012-07-31 → 2015-01-13
  Voya Retirement Advisors, Llc
  Damascus, MD
  Marietta, GA
  Windsor, CT
  Stillwater, MN
• 2012-07-31 → 2015-01-13
  Voya Financial Partners, Llc
  Damascus, MD
  Marietta, GA
  Windsor, CT
  Stillwater, MN
• 2012-03-28 → 2012-05-14
  Ssn Advisory, Inc.
  Atlanta, GA
• 2011-06-30 → 2012-03-19
  Questar Asset Management, Inc.
  Minneapolis, MN
• 2007-06-22 → 2011-05-20
  Fsc Securities Corporation
  Atlanta, GA

Exams

• S66 Uniform Combined State Law Examination
  2005-11-29

Other Names

• Chuck Hagel
• Charles Bradley Hagel
• Charles Hagel