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Charles Frank Kuntz

Morgan Stanley

Berwyn, PA

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Current Employers
Morgan Stanley

2000 Westchester Avenue, Purchase, NY 10577-2530 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2023-01-15
PA RA APPROVED 2010-09-17
  • TX RA
    APPROVED
    Since 2023-01-15
  • PA RA
    APPROVED
    Since 2010-09-17

Branch Locations

899 Cassatt Road Suite 100, Berwyn, PA 19312 • 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 Private Bank, N.A New York NY 01/2015 Present
Morgan Stanley Smith Barney Llc Berwyn PA 06/2009 Present
  • 01/2015 → Present
    Morgan Stanley Private Bank, N.A
    New York, NY
  • 06/2009 → Present
    Morgan Stanley Smith Barney Llc
    Berwyn, PA
Previous Registrations
  • 2007-04-02 → 2009-06-01
    Morgan Stanley & Co. Llc
    West Conshohocken, PA
    West Chester, PA
  • 2006-09-22 → 2007-04-02
    Morgan Stanley Dw Inc.
    West Chester, PA
    West Chester, PA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2007-05-08
S63 Uniform Securities Agent State Law Examination 1994-03-18
  • S65 Uniform Investment Adviser Law Examination
    2007-05-08
  • S63 Uniform Securities Agent State Law Examination
    1994-03-18
Other Names
  • Chuck Kuntz

View on SEC IAPD

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Other Offices

ELLIS INVESTMENT PARTNERS, LLC · BERWYN, PA
GREAT VALLEY ADVISOR GROUP, LLC · Berwyn, PA
GREAT VALLEY ADVISOR GROUP, LLC · Berwyn, PA
CREATIVE PLANNING · Berwyn, PA
CREATIVE PLANNING · Berwyn, PA
CREATIVE PLANNING · Berwyn, PA
TRINITY WEALTH MANAGEMENT, LLC · BERWYN, PA
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