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Charles R Darling

Morgan Stanley

Gilbert, AZ

CRD 7334110

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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:

Current Employers
Morgan Stanley

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

Current Registrations

AuthorityCategoryStatusDate
AZ RA APPROVED 2021-06-10
TX RA APPROVED 2021-05-04
  • AZ RA
    APPROVED
    Since 2021-06-10
  • TX RA
    APPROVED
    Since 2021-05-04

Branch Locations

400 East Rivulon Boulevard, Gilbert, AZ 85297 • 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
Morgan Stanley Gilbert AZ 03/2021 Present
Luv Toyota Lakewood NY 11/2009 02/2021
  • 03/2021 → Present
    Morgan Stanley
    Gilbert, AZ
  • 11/2009 → 02/2021
    Luv Toyota
    Lakewood, NY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-04-29
  • S66 Uniform Combined State Law Examination
    2021-04-29

View on SEC IAPD

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CETERA INVESTMENT ADVISERS LLC
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Nearby Investors

DAVID BRUCE WATTS
MATTHEW CHAD WILLETT
Kimball E Gwilliam

Nearby Offices

WATTS GWILLIAM & COMPANY, LLC · GILBERT, AZ
WATTS GWILLIAM & COMPANY, LLC · GILBERT, AZ
CETERA INVESTMENT ADVISERS LLC · GILBERT, AZ

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