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Junior Charley

Morgan Stanley

Tampa, FL

CRD 7999961

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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 2025-01-17
FL RA APPROVED 2025-01-10
  • TX RA
    APPROVED
    Since 2025-01-17
  • FL RA
    APPROVED
    Since 2025-01-10

Branch Locations

4050 West Boy Scout Boulevard, Tampa, FL 33607 • 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 Tampa FL 11/2024 Present
Jp Morgan & Chase Tampa FL 07/2021 11/2024
Hays Tampa FL 01/2021 04/2021
University Of South Florida Tampa FL 12/2019 01/2021
Tax Refund Services Tampa FL 01/2019 04/2019
University Of South Florida Tampa FL 04/2019 08/2019
Kelly Services Tampa FL 08/2019 12/2019
The Michaels Organization Tampa FL 08/2019 11/2019
University Of South Florida Tampa FL 08/2017 01/2019
Caspers Food Company Tampa FL 07/2016 08/2017
  • 11/2024 → Present
    Morgan Stanley
    Tampa, FL
  • 07/2021 → 11/2024
    Jp Morgan & Chase
    Tampa, FL
  • 01/2021 → 04/2021
    Hays
    Tampa, FL
  • 12/2019 → 01/2021
    University Of South Florida
    Tampa, FL
  • 01/2019 → 04/2019
    Tax Refund Services
    Tampa, FL
  • 04/2019 → 08/2019
    University Of South Florida
    Tampa, FL
  • 08/2019 → 12/2019
    Kelly Services
    Tampa, FL
  • 08/2019 → 11/2019
    The Michaels Organization
    Tampa, FL
  • 08/2017 → 01/2019
    University Of South Florida
    Tampa, FL
  • 07/2016 → 08/2017
    Caspers Food Company
    Tampa, FL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-12-09
  • S66 Uniform Combined State Law Examination
    2024-12-09

View on SEC IAPD

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