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Turner Chatt Meek

Investment adviser representative at Morgan Stanley
14 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

14 years in the industry.

  1. Morgan Stanley Private Bank, N.ANov 2024 to now
  2. Morgan StanleyMar 2021 to now
  3. UnemployedJan 2021 to Mar 2021
  4. Liberty National Globe LifeNov 2020 to Jan 2021
  5. UnemployedJul 2020 to Nov 2020
  6. New Haven Country ClubDec 2019 to Jul 2020
  7. The Gasparilla Inn and ClubNov 2017 to May 2019
  8. Wianno ClubMay 2017 to Dec 2019
  9. Full-time EducationSep 2012 to May 2017

Exams passed

  • Series 66 · Uniform Combined State Law2021

State registrations

Registered as an investment adviser representative in 2 states (FL, 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
7327343
Firm CRD
149777
Advisor's SEC record (opens in a new tab)
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