Charles B Royals

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

• 07/2020 → 07/2024
  Ieq Capital
  Foster City, CA
• 06/2019 → 08/2019
  Morgan Stanley
  Menlo Park, CA
• 08/2016 → 05/2020
  Southern Methodist University
  Dallas, TX
• 06/2017 → 08/2017
  Fisher Investments
  San Mateo, CA
• 06/2018 → 08/2018
  Nevro
  Redwood City, CA
• 06/2026 → Present
  Morgan Stanley
  San Francisco, CA
• 07/2024 → 06/2026
  Career Break
  San Francisco, CA

Previous Registrations

• 2021-08-10 → 2024-07-24
  Ieq Capital, Llc
  Foster City, CA

Exams

• S63 Uniform Securities Agent State Law Examination
  2026-05-09
• S65 Uniform Investment Adviser Law Examination
  2021-08-09

Other Names

• Charles Brookshire Royals
• Charles Brookshire Royals