Charles F Wixson

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

• 06/2021 → Present
  Morgan Stanley Smith Barney Llc
  Charlotte, NC
• 06/2020 → 12/2020
  Sifma
  Washington, DC
• 12/2016 → 07/2018
  Office Of Senator John Mccain
  Washington, DC
• 09/2019 → 03/2020
  Trapeze Pub
  Athens, GA
• 12/2018 → 08/2019
  Daniel O'COnnell's Irish Pub
  Alexandria, VA
• 08/2011 → 05/2018
  Alexandria City Public Schools
  Alexandria, VA
• 08/2018 → 05/2022
  University Of Georgia
  Athens, GA
• 11/2022 → Present
  Morgan Stanley Private Bank, N.A
  New York, NY

Exams

• S66 Uniform Combined State Law Examination
  2022-10-21

Other Names

• Charlie Wixson