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Carley Marie Wilvers

Morgan Stanley

Irvine, CA

CRD 7002398

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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
TX RA APPROVED 2026-07-02
CA RA APPROVED 2026-05-18
  • TX RA
    APPROVED
    Since 2026-07-02
  • CA RA
    APPROVED
    Since 2026-05-18

Branch Locations

1901 Main Street Suite 700, Irvine, CA 92614 • 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
J.P. Morgan Securities Llc Cerritos CA 07/2018 05/2021
Jpmorgan Chase Bank, N.A. Cerritos CA 12/2014 05/2021
California State University - Long Beach Long Beach CA 08/2012 05/2017
J.P. Morgan Securities Llc Cerritos CA 11/2025 11/2025
Jpmorgan Chase Bank, N.A. Cerritos CA 05/2021 11/2025
Morgan Stanley Irvine CA 12/2025 Present
  • 07/2018 → 05/2021
    J.P. Morgan Securities Llc
    Cerritos, CA
  • 12/2014 → 05/2021
    Jpmorgan Chase Bank, N.A.
    Cerritos, CA
  • 08/2012 → 05/2017
    California State University - Long Beach
    Long Beach, CA
  • 11/2025 → 11/2025
    J.P. Morgan Securities Llc
    Cerritos, CA
  • 05/2021 → 11/2025
    Jpmorgan Chase Bank, N.A.
    Cerritos, CA
  • 12/2025 → Present
    Morgan Stanley
    Irvine, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-05-18
S63 Uniform Securities Agent State Law Examination 2018-12-03
  • S66 Uniform Combined State Law Examination
    2026-05-18
  • S63 Uniform Securities Agent State Law Examination
    2018-12-03

View on SEC IAPD

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