Carter Stansbarger

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

• 05/2017 → 08/2017
  Ceder Ridge Country Club
  Broken Arrow, OK
• 02/2013 → 04/2017
  Unemployed/Full Time Education
  Tulsa, OK
• 08/2017 → 05/2018
  Bishop Kelley High School
  Tulsa, OK
• 05/2018 → 08/2018
  Cedar Ridge Country Club
  Broken Arrow, OK
• 08/2018 → 05/2019
  University Of Oklahoma
  Norman, OK
• 05/2019 → 08/2019
  Golf Galaxy
  Tulsa, OK
• 08/2019 → 07/2022
  University Of Oklahoma
  Norman, OK
• 07/2022 → 10/2022
  Cedar Ridge Country Club
  Broken Arrow, OK
• 10/2022 → 03/2025
  Hilltop Securities
  Dallas, TX
• 03/2025 → Present
  Morgan Stanley
  Dallas, TX

Exams

• S66 Uniform Combined State Law Examination
  2023-07-10