Richard Cameron Garrett

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

• 09/2018 → 11/2019
  Great Point Capital, Llc
  Chicago, IL
• 06/2018 → 12/2018
  Takion Technologies
  Morristown, NJ
• 08/2014 → 05/2018
  College Of Charleston
  Charleston, SC
• 11/2019 → 04/2022
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Mount Pleasant, SC
• 01/2020 → 04/2022
  Bank Of America, N.A.
  Mount Pleasant, SC
• 04/2022 → Present
  Morgan Stanley Smith Barney Llc
  New York, NY
• 06/2022 → Present
  Morgan Stanley Private Bank, N.A
  New York, NY

Previous Registrations

• 2019-12-24 → 2022-04-22
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Bridgehampton, NY
  Mount Pleasant, SC
  Mount Pleasant, SC
  New York, NY

Other Businesses

*594962- US Coachways Inc; Investment related: No; Holmdel, New Jersey; Automotive/Transportation; Employee (proprietor, partner, officer, director, employee, trustee, agent); 05/2024; During business hours: 0; After business hours: 20; Logistical Services

Exams

• S66 Uniform Combined State Law Examination
  2019-12-23

Other Names

• Cameron Garrett