Charles Robert Monahan

Current Employers

Morgan Stanley

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

Current Registrations

Authority	Category	Status	Date
PA	RA	APPROVED	2011-02-09
CA	RA	APPROVED	2009-06-01
TX	RA	APPROVED_RES	2009-06-01

PA RA
APPROVED

Since 2011-02-09
CA RA
APPROVED

Since 2009-06-01
TX RA
APPROVED_RES

Since 2009-06-01

Branch Locations

1787 Sentry Parkway West Building 18 Street 440, Blue Bell, PA 19422 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint Yes
Termination No

Employment History

Organization	City	State	From	To
Morgan Stanley	Jenkintown	PA	06/2009	Present
Morgan Stanley Private Bank, National Association	New York	NY	01/2015	Present

06/2009 → Present

Morgan Stanley

Jenkintown, PA
01/2015 → Present

Morgan Stanley Private Bank, National Association

New York, NY

Previous Registrations

2007-04-02 → 2009-06-01

Morgan Stanley & Co. Llc

Jenkintown, PA
2005-08-03 → 2007-04-02

Morgan Stanley Dw Inc.

Jenkintown, PA

Jenkintown, PA

Other Businesses

LC WELLNESS AND SPA LLC, OWNER; WELLNESS CENTER; PA; START DATE: 06/2007; DURING BUSINESS HOURS-0; AFTER BUSINESS HOURS-0; INVESTMENT RELATED

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2002-11-11
S63	Uniform Securities Agent State Law Examination	1987-09-02

S65 Uniform Investment Adviser Law Examination

2002-11-11
S63 Uniform Securities Agent State Law Examination

1987-09-02

Other Names

Chip Monahan

View on SEC IAPD