Edward Charlton Nolette

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

• 07/2012 → Present
  Morgan Stanley Smith Barney
  Toledo, OH
• 01/2015 → Present
  Morgan Stanley Private Bank, National Association
  New York, NY

Previous Registrations

• 2009-11-13 → 2012-07-24
  Pnc Wealth Management Llc
  Toledo, OH
• 2003-03-17 → 2009-11-13
  Natcity Investments, Inc.
  Cleveland, OH
  Toledo, OH
• 2000-01-20 → 2003-04-11
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Toledo, OH

Exams

• S63 Uniform Securities Agent State Law Examination
  1994-07-09
• S65 Uniform Investment Adviser Law Examination
  1994-07-09

Other Names

• Edward C Nolette
• Edward Charlton Nolette
• Edward Charlton Nolette Sr.