Charmian Renee Antoinette Todd Boyd

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

• 01/2016 → 06/2022
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Columbus, OH
• 04/2016 → 06/2022
  Bank Of America, N.A.
  Columbus, OH
• 06/2022 → Present
  Morgan Stanley Smith Barney Llc
  Columbus, OH
• 08/2022 → Present
  Morgan Stanley Private Bank, N.A
  New York, NY

Previous Registrations

• 2016-05-02 → 2022-06-06
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Columbus, OH

Exams

• S66 Uniform Combined State Law Examination
  2016-04-29

Designations

• Certified Financial Planner

Other Names

• Charmian Renee Antoinette Todd
• Charmian Boyd