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Charles A Milner

Morgan Stanley

Atlanta, GA

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Current Employers
Morgan Stanley

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

Current Registrations

AuthorityCategoryStatusDate
GA RA APPROVED 2022-05-17
TX RA APPROVED 2022-05-16
  • GA RA
    APPROVED
    Since 2022-05-17
  • TX RA
    APPROVED
    Since 2022-05-16

Branch Locations

5 Concourse Parkway Suite 2000, Atlanta, GA 30328 • 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
Milner Inc. Norcross GA 02/2011 05/2017
Gordon Document Products Marietta GA 06/2017 05/2018
Morgan Stanley Smith Barney Llc Atlanta GA 04/2018 08/2018
Mass Mutual Life Insurance Co. Atlanta GA 10/2018 05/2022
Mml Investors Services, Llc Atlanta GA 10/2018 05/2022
Morgan Stanley Smith Barney Llc Atlanta GA 05/2022 Present
Morgan Stanley Private Bank, N.A New York NY 06/2022 Present
  • 02/2011 → 05/2017
    Milner Inc.
    Norcross, GA
  • 06/2017 → 05/2018
    Gordon Document Products
    Marietta, GA
  • 04/2018 → 08/2018
    Morgan Stanley Smith Barney Llc
    Atlanta, GA
  • 10/2018 → 05/2022
    Mass Mutual Life Insurance Co.
    Atlanta, GA
  • 10/2018 → 05/2022
    Mml Investors Services, Llc
    Atlanta, GA
  • 05/2022 → Present
    Morgan Stanley Smith Barney Llc
    Atlanta, GA
  • 06/2022 → Present
    Morgan Stanley Private Bank, N.A
    New York, NY
Previous Registrations
Other Businesses

MILNERTIME BOATING LLC; INVESTMENT RELATED; RESIDENTIAL ADDRESS; BOAT RENTAL; OWNER; START 09/12/2018; 2 HOURS PER MONTH; 0 DURING TRADING HOURS.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-05-30
  • S66 Uniform Combined State Law Examination
    2020-05-30
Other Names
  • Charles Addington Milner
  • Charles Milner

View on SEC IAPD

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Other Offices

LIQUID STRATEGIES, LLC · ATLANTA, GA
HB WEALTH · ATLANTA, GA
BISON WEALTH, LLC · ATLANTA, GA
BRIGHTER INVESTING, PB LLC · ATLANTA, GA
RBC CAPITAL MARKETS, LLC · Atlanta, GA
HB WEALTH · Atlanta, GA
AMERIPRISE FINANCIAL SERVICES, LLC · Atlanta, GA
NEWEDGE ADVISORS · Atlanta, GA

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