Carter J O'DAniel

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

• 07/2020 → 09/2020
  Morgan Stanley Smith Barney Llc
  Houston, TX
• 05/2019 → 05/2020
  Atlas Medstaff
  Omaha, NE
• 08/2018 → 05/2019
  Cfo Systems
  Omaha, NE
• 06/2018 → 09/2018
  Morgan Stanley
  Omaha, NE
• 01/2017 → 05/2018
  The Jayhawk Cafe
  Lawrence, KS
• 06/2020 → 07/2020
  Unemployed
  Omaha, NE
• 03/2016 → 01/2017
  Tonic Lounge
  Lawrence, KS
• 09/2020 → Present
  Morgan Stanley Smith Barney Llc
  Dallas, TX
• 10/2020 → Present
  Morgan Stanley Private Bank, N.A
  New York, NY

Other Businesses

*602606 - Brooke Emily Media, L.L.C.; Investment Related - Yes; Richardson, Texas; Consulting; Other(Proprietor, Partner, Officer, Director, Employee, Trustee, Agent); 07/2024; During Business Hours: 0; After Business Hours: 0; No duties or obligations to the business

Exams

• S66 Uniform Combined State Law Examination
  2020-09-14

Other Names

• Carter Joseph Odaniel
• Carter J Odaniel