Charles S Bogue
Investment adviser representative at Morgan Stanley
10 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
10 years in the industry.
- Morgan StanleyAug 2025 to now
- Fulltime EducationSep 2024 to May 2025
- Form Wealth ManagementAug 2024 to Apr 2025
- Full Time EducationSep 2023 to May 2024
- Brewers Baseball Academy CampsJun 2023 to Aug 2023
- Full Time EducationSep 2022 to May 2023
- Brewers Baseball Academy CampsJun 2022 to Aug 2022
- Door DashApr 2022 to Jun 2022
- Full Time EducationSep 2021 to May 2022
- Brewers Baseball Academy CampsJun 2021 to Aug 2021
- Full Time EducationSep 2020 to Jun 2021
- UnemployedJun 2020 to Aug 2020
- Full Time EducationSep 2019 to Jun 2020
- UnemployedJun 2019 to Aug 2019
- Full Time EducationSep 2018 to Jun 2019
- UnemployedJun 2018 to Aug 2018
- Full Time EducationSep 2017 to Jun 2018
- UnemployedJun 2017 to Aug 2017
- Full Time StudentSep 2016 to Jun 2017
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 2 states (TX, WI).
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
- 7973429
- Firm CRD
- 149777