Charleen A Iwamoto-Clark

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

• 06/2009 → Present
  Morgan Stanley Smith Barney
  Honolulu, HI
• 01/2015 → Present
  Morgan Stanley Private Bank, National Association
  New York, NY

Previous Registrations

• 2007-04-02 → 2009-06-01
  Morgan Stanley & Co. Llc
  Honolulu, HI
• 1991-11-15 → 2007-04-02
  Morgan Stanley Dw Inc.
  Honolulu, HI
  Honolulu, HI

Other Businesses

*425226 - Trust; Investment related - Yes; Honolulu, Hawaii; 04/2020; During business hours: 0; After business hours: 2 *515291 - Rental Property; Investment related: Yes; Honolulu, Hawaii; Real Estate; Trustee of personal Trust (proprietor, partner, officer, director, employee, trustee, agent); 08/2022; During business hours: 0; After business hours: 0; Other

Exams

• S65 Uniform Investment Adviser Law Examination
  1994-10-01
• S63 Uniform Securities Agent State Law Examination
  1981-09-08

Other Names

• Charleen Akiko Iwamoto
• Charleen Akiko Iwamotoclark