Charles Henry Moehrke

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

• 10/2009 → Present
  Morgan Stanley Smith Barney
  Durham, NC
• 01/2015 → Present
  Morgan Stanley Private Bank, National Association
  New York, NY

Previous Registrations

• 1996-01-09 → 2009-11-02
  Ubs Financial Services Inc.
  Chapel Hill, NC
  Durham, NC

Exams

• S65 Uniform Investment Adviser Law Examination
  1994-10-12
• S63 Uniform Securities Agent State Law Examination
  1986-01-30

Other Names

• Chip Moehrke
• Charles Henry Moehrke
• Charles Moehrke Jr.
• Charles Henry Moehrke Jr.