Carlton Louis Reed
Investment adviser representative at Msh Capital Advisors LLC
10 yearsExperience
1 stateRegistered in
$1.3BFirm assets
9 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 fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
10 years in the industry.
- Msh Capital Advisors LLCSep 2023 to now
- M.S. Howells & CoSep 2023 to now
- The Vanguard Group, Inc.Jun 2016 to Sep 2023
Exams passed
- Series 63 · Uniform Securities Agent State Law2016
- Series 66 · Uniform Combined State Law2020
State registrations
Registered as an investment adviser representative in 1 state (AZ).
Msh Capital Advisors LLC
$1.3BAssets managed
2,361Clients
20Advisers
9 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
- 5640376
- Firm CRD
- 157835