Carlton Milo Higbie

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

• 06/2013 → 06/2017
  Morgan Stanley
  New York, NY
• 01/2015 → Present
  Morgan Stanley Private Bank, N.A.
  New York, NY
• 06/2017 → Present
  Morgan Stanley
  Greenwich, CT

Previous Registrations

• 2002-09-18 → 2003-10-21
  Utilities & Power Research Llc
  Cos Cob, CT
• 2003-01-27 → 2003-10-21
  Mhf Advisors Llc
  Greenwich, CT

Exams

• S66 Uniform Combined State Law Examination
  2005-03-17
• S63 Uniform Securities Agent State Law Examination
  1996-12-02

Other Names

• Carlton Milo Higbie
• Carlton Milo (Iii) Higbie