Charles J Ferris
Investment adviser representative at Morgan Stanley
11 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
11 years in the industry.
- Morgan StanleyNov 2025 to now
- Echo Global LogisticsJun 2025 to Sep 2025
- Paddock Bleacher ServicesJun 2025 to Jun 2025
- 71 SouthJan 2025 to May 2025
- GeotargetSep 2024 to Oct 2024
- Echo Global LogisticsJun 2024 to Aug 2024
- Monterrey SecurityJun 2024 to Aug 2024
- 71 SouthFeb 2024 to May 2024
- Echo Global LogisticsJun 2023 to Aug 2023
- Monterrey SecurityJun 2023 to Aug 2023
- RoadrunnerJan 2023 to Jan 2023
- Vineyard VinesDec 2022 to Jan 2023
- College FreshNov 2022 to Apr 2023
- RoadrunnerMay 2022 to Aug 2022
- Jersey Mike's SubsFeb 2022 to Mar 2022
- Vineyard VinesDec 2021 to Jan 2022
- University of Tennessee - KnoxvilleAug 2021 to May 2025
- 1440 Event DesignJun 2021 to Aug 2021
- Cathy Mahoney Recreation CenterNov 2017 to Apr 2021
- Downers Grove North High SchoolAug 2017 to May 2021
- Herrick Middle SchoolAug 2015 to May 2017
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 2 states (IL, 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
- 8163375
- Firm CRD
- 149777