Best Investors Account Sign in

Carter Breeling

Morgan Stanley

Alpharetta, GA

Claim This Profile
Current Employers
Morgan Stanley

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

Current Registrations

AuthorityCategoryStatusDate
GA RA APPROVED 2026-08-25
TX RA APPROVED 2026-08-24
  • GA RA
    APPROVED
    Since 2026-08-25
  • TX RA
    APPROVED
    Since 2026-08-24

Branch Locations

3 Edison Drive, Alpharetta, GA 30005 • 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 Alpharetta GA 06/2025 Present
Citizens Bank Mashpee MA 08/2024 04/2025
Cummaquid Golf Club Barnstable MA 07/2024 08/2024
Southside Cantina Dennis Port MA 06/2024 08/2024
Louisiana State University Baton Rouge LA 08/2020 05/2024
Lsu Alumni Center- Unique Cuisine Baton Rouge LA 11/2023 05/2024
Sam's Club Bentonville AR 07/2023 08/2023
Lsu College Of Art + Design Baton Rouge LA 03/2022 12/2022
Mansurs On The Boulevard Baton Rouge LA 01/2022 02/2022
Boombox Frozen Pops And Ice Cream Baton Rouge LA 08/2021 11/2021
Taziki's Mediterranean Café Bentonville AR 05/2020 08/2023
Mr. B's Steakhouse Rogers AR 08/2018 05/2019
Rogers High School Rogers AR 08/2016 05/2020
Em Strasbourg Business School Strasbourg 01/2023 05/2025
  • 06/2025 → Present
    Morgan Stanley
    Alpharetta, GA
  • 08/2024 → 04/2025
    Citizens Bank
    Mashpee, MA
  • 07/2024 → 08/2024
    Cummaquid Golf Club
    Barnstable, MA
  • 06/2024 → 08/2024
    Southside Cantina
    Dennis Port, MA
  • 08/2020 → 05/2024
    Louisiana State University
    Baton Rouge, LA
  • 11/2023 → 05/2024
    Lsu Alumni Center- Unique Cuisine
    Baton Rouge, LA
  • 07/2023 → 08/2023
    Sam's Club
    Bentonville, AR
  • 03/2022 → 12/2022
    Lsu College Of Art + Design
    Baton Rouge, LA
  • 01/2022 → 02/2022
    Mansurs On The Boulevard
    Baton Rouge, LA
  • 08/2021 → 11/2021
    Boombox Frozen Pops And Ice Cream
    Baton Rouge, LA
  • 05/2020 → 08/2023
    Taziki's Mediterranean Café
    Bentonville, AR
  • 08/2018 → 05/2019
    Mr. B's Steakhouse
    Rogers, AR
  • 08/2016 → 05/2020
    Rogers High School
    Rogers, AR
  • 01/2023 → 05/2025
    Em Strasbourg Business School
    Strasbourg
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-08-24
S63 Uniform Securities Agent State Law Examination 2025-09-12
  • S66 Uniform Combined State Law Examination
    2026-08-24
  • S63 Uniform Securities Agent State Law Examination
    2025-09-12

View on SEC IAPD

Other Firms

MRP CAPITAL INVESTMENTS, LLC
NEW EDGE WEALTH
COMMONWEALTH FINANCIAL NETWORK
SEQUENT PLANNING, LLC
BROOKSTONE WEALTH ADVISORS, LLC
LADENBURG THALMANN ASSET MANAGEMENT INC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
CRESFUND ADVISORS

Other Investors

PAUL MATTHEW DAMM
MACARTHER ROYSTER PLUMART
PAUL FRANCIS SHAUGHNESSY
BRENDAN HUGH KEELAN
DANIEL ROSS MOSKOWITZ
RHEANNON LEA BODDIE
VENZON VICENCIO AROMIN
WILLIAM CLAY TUCKER

Other Offices

MRP CAPITAL INVESTMENTS, LLC · ALPHARETTA, GA
NEW EDGE WEALTH · Alpharetta, GA
COMMONWEALTH FINANCIAL NETWORK · Alpharetta, GA
SEQUENT PLANNING, LLC · ALPHARETTA, GA
BROOKSTONE WEALTH ADVISORS, LLC · Alphretta, GA
SEQUENT PLANNING, LLC · ALPHARETTA, GA
LADENBURG THALMANN ASSET MANAGEMENT INC · Norcross, GA
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · ALPHARETTA, GA

More in Alpharetta, GA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor