Carter G Lawrence

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

• 04/2026 → Present
  Morgan Stanley
  Baltimore, MD
• 02/2026 → 04/2026
  Apl Federal Credit Union
  Laurel, MD
• 01/2025 → 12/2025
  Sg Benefit Providers
  Timonium, MD
• 05/2024 → 01/2025
  Unemployed
  Catonsville, MD
• 08/2023 → 05/2024
  West Virginia University
  Morgantown, WV
• 05/2023 → 08/2023
  Nicks Fish House
  Baltimore, MD
• 08/2022 → 05/2023
  West Virginia University
  Morgantown, WV
• 05/2022 → 08/2022
  Nicks Fish House
  Baltimore, MD
• 08/2021 → 05/2022
  West Virginia University
  Morgantown, WV
• 05/2021 → 08/2021
  Nicks Fish House
  Baltimore, MD
• 08/2020 → 05/2021
  West Virginia University
  Morgantown, WA
• 02/2018 → 09/2019
  Baltimore Orioles, Ltd.
  Baltimore, MD
• 10/2019 → 03/2020
  Rolling Road Country Club
  Catonsville, MD
• 08/2016 → 02/2018
  Catonsville High School
  Catonsville, MD
• 03/2020 → 06/2020
  Catonsville Middle School
  Catonsville, MD
• 08/2026 → Present
  Morgan Stanley Private Bank, N.A
  New York, NY

Exams

• S65 Uniform Investment Adviser Law Examination
  2026-06-29
• S63 Uniform Securities Agent State Law Examination
  2025-07-05