Charles Larkin Flanagan

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

• 10/2024 → 01/2025
  Mml Investors Services Llc
  Elmsford, NY
• 08/2024 → 01/2025
  Massmutual Life Insurance Co
  Elmsford, NY
• 05/2023 → 08/2023
  Cheetah Capital
  Boston, MA
• 09/2022 → 05/2023
  Lafayette College Development Office
  Easton, PA
• 08/2020 → 05/2024
  Lafayette College
  Easton, PA
• 09/2014 → 07/2020
  Unemployed
  Bronxville, NY
• 06/2024 → 08/2024
  Unemployed
  Bronxville, NY
• 01/2025 → Present
  Morgan Stanley
  Purchase, NY

Exams

• S66 Uniform Combined State Law Examination
  2024-12-23

Other Names

• Charles Flanagan