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Candace Shelton Plunkett

Morgan Stanley

Ridgeland, MS

Memphis, TN

CRD 5563334

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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:

Current Employers
Morgan Stanley

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

Current Registrations

AuthorityCategoryStatusDate
TN RA APPROVED 2021-01-29
MS RA APPROVED 2016-08-29
TX RA APPROVED 2016-08-29
  • TN RA
    APPROVED
    Since 2021-01-29
  • MS RA
    APPROVED
    Since 2016-08-29
  • TX RA
    APPROVED
    Since 2016-08-29

Branch Locations

1018 Highland Colony Parkway Suite 105, Ridgeland, MS 39157 • United States

6410 Poplar Avenue Suite 600, Memphis, TN 38119 • 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 Memphis TN 10/2013 Present
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2016-08-29
S63 Uniform Securities Agent State Law Examination 2009-12-21
  • S66 Uniform Combined State Law Examination
    2016-08-29
  • S63 Uniform Securities Agent State Law Examination
    2009-12-21
Other Names
  • Candace Rebecca Shelton
  • Candace Rebecca Plunkett

View on SEC IAPD

Nearby Firms

SMITH SHELLNUT WILSON
PARK AVENUE SECURITIES LLC
FOCUS PARTNERS WEALTH, LLC

Nearby Investors

WILLIAM CHADWICK MCKEITHEN
Kevin Patrick Fitzsimmons
BELINDA ANN FIELDS

Nearby Offices

SMITH SHELLNUT WILSON · RIDGELAND, MS
PARK AVENUE SECURITIES LLC · RIDGELAND, MS
FOCUS PARTNERS WEALTH, LLC · RIDGELAND, MS

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