Carson L Fellows

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

• 05/2025 → Present
  Morgan Stanley
  Chicago, IL
• 02/2025 → 04/2025
  Howard University
  Columbia, SC
• 11/2024 → 01/2025
  Foxfire Country Club
  Naples, FL
• 05/2024 → 08/2024
  Foxfire Country Club
  Naples, FL
• 05/2024 → 07/2024
  Royal Poinciana Golf Club
  Naples, FL
• 12/2020 → 01/2024
  Royal Poinciana Golf Club
  Naples, FL
• 08/2020 → 11/2020
  The Pearl Steak And Seafood
  Naples, FL
• 02/2020 → 06/2020
  Publix
  Naples, FL
• 08/2019 → 01/2020
  Watermark Grille
  Naples, FL
• 06/2014 → 05/2025
  Full Time Student
  Naples, FL

Exams

• S66 Uniform Combined State Law Examination
  2025-11-17