Charles E. Bell

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

• 06/2009 → Present
  Morgan Stanley Smith Barney Llc
  Raleigh, NC
• 01/2015 → Present
  Morgan Stanley Private Bank, N.A.
  New York, NY

Previous Registrations

• 2001-12-31 → 2009-06-01
  Citigroup Global Markets Inc.
  Raleigh, NC
  Raleigh, NC

Other Businesses

(1) 477722 - Estate / Investment Related / Raleigh, NC / Estate / Executor, Co-Executor / 11-January-2022 / During business hours: 0 / After business hours: 10 / Estate Administration, Check Signing, Funds Disbursements, Accounting, Bookkeeping. (2) 484831- Estate / Investment Related / Raleigh, NC / Estate / Executor, Co-Executor / 14-February-2022 / During business hours: 0 / After business hours: 10 / Accounting, Bookkeeping, Check Signing, Funds Disbursements, Estate Administration, Investment Decisions, Advice.

Exams

• S65 Uniform Investment Adviser Law Examination
  1993-07-13
• S63 Uniform Securities Agent State Law Examination
  1993-06-30

Other Names

• Charles Emmett Iii Bell
• Charles Emmett Bell
• Charles Emmett Bell Iii
• Charles Emmett Bell
• Charles E. Bell Iii