Charles Larkin Flanagan
Investment adviser representative at Morgan Stanley
12 yearsExperience
1 stateRegistered 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
12 years in the industry.
- Morgan StanleyJan 2025 to now
- MML Investors Services LLCOct 2024 to Jan 2025
- Massmutual Life Insurance CoAug 2024 to Jan 2025
- UnemployedJun 2024 to Aug 2024
- Cheetah CapitalMay 2023 to Aug 2023
- Lafayette College Development OfficeSep 2022 to May 2023
- Lafayette CollegeAug 2020 to May 2024
- UnemployedSep 2014 to Jul 2020
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 1 state (NY).
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
- 7990094
- Firm CRD
- 149777