Carma Wentzlaff
Investment adviser representative at Morgan Stanley
22 yearsExperience
2 statesRegistered in
$2TFirm assets
17 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feeCommissionsPerformance-basedOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
22 years in the industry.
- Morgan StanleyMay 2024 to now
- UBS Financial Services IncSep 2022 to May 2024
- J.P. Morgan Securities LLCSep 2021 to Sep 2022
- JP Morgan Chase Bank, N.A.Sep 2021 to Sep 2022
- Bank of America CorporationJun 2004 to Aug 2021
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedJun 2004 to Aug 2021
Exams passed
- Series 66 · Uniform Combined State Law2002
State registrations
Registered as an investment adviser representative in 2 states (NC, TX).
Morgan Stanley
Legal name: Morgan Stanley Smith Barney LLC
$2TAssets managed
2,703,720Clients
23,165Advisers
17 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2804912
- Firm CRD
- 149777