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Curry C Hartman

Morgan Stanley

Atlanta, GA

CRD 7525288

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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
TX RA APPROVED 2024-02-23
GA RA APPROVED 2024-02-12
  • TX RA
    APPROVED
    Since 2024-02-23
  • GA RA
    APPROVED
    Since 2024-02-12

Branch Locations

3280 Peachtree Road Northeast Suite 1900, Atlanta, GA 30305 • 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 Atlanta GA 04/2023 Present
Morgan Stanley Atlanta GA 06/2022 08/2022
The Silver Dollar Athens GA 02/2020 05/2022
Coastal Illustrated Brunswick GA 03/2021 03/2022
Uncle Don's Local Market Saint Simons Island GA 04/2018 12/2021
Gentlemen And Ladies' Outfitters Saint Simons Island GA 08/2017 08/2018
Student At The University Of Georgia Athens GA 08/2022 04/2023
Student At The University Of Georgia Athens GA 08/2019 05/2023
Student At Glynn Academy High School Brunswick GA 08/2015 05/2019
Morgan Stanley Private Bank, N.A New York NY 01/2026 Present
  • 04/2023 → Present
    Atlanta, GA
  • 06/2022 → 08/2022
    Atlanta, GA
  • 02/2020 → 05/2022
    The Silver Dollar
    Athens, GA
  • 03/2021 → 03/2022
    Coastal Illustrated
    Brunswick, GA
  • 04/2018 → 12/2021
    Uncle Don's Local Market
    Saint Simons Island, GA
  • 08/2017 → 08/2018
    Gentlemen And Ladies' Outfitters
    Saint Simons Island, GA
  • 08/2022 → 04/2023
    Student At The University Of Georgia
    Athens, GA
  • 08/2019 → 05/2023
    Student At The University Of Georgia
    Athens, GA
  • 08/2015 → 05/2019
    Student At Glynn Academy High School
    Brunswick, GA
  • 01/2026 → Present
    Morgan Stanley Private Bank, N.A
    New York, NY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-02-07
  • S66 Uniform Combined State Law Examination
    2024-02-07

View on SEC IAPD

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