Carter Wilson Black
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 StanleyMay 2026 to now
- Thrivent FinancialFeb 2026 to Apr 2026
- Thrivent Investment Management Inc.Jan 2026 to Apr 2026
- UnemployedJun 2025 to Jan 2026
- Nutrien Ag SolutionsMar 2025 to Jun 2025
- UnemployedDec 2024 to Mar 2025
- Montana State UniversityAug 2024 to Dec 2024
- Nutrien Ag SolutionsMay 2024 to Aug 2024
- Montana State UniversityAug 2023 to May 2024
- Mccain FoodsJun 2023 to Aug 2023
- Montana State UniversityAug 2022 to Jun 2023
- Cdk ConstructionMay 2022 to Aug 2022
- Montana State UniversityAug 2021 to May 2022
- Jubilee FarmsJun 2020 to Aug 2021
- Interlake High SchoolSep 2019 to Jun 2020
- Jubilee FarmsJun 2019 to Sep 2019
- Interlake High SchoolSep 2018 to Jun 2019
- Bellevue Parks DepartmentJun 2018 to Sep 2018
- Interlake High SchoolSep 2017 to Jun 2018
- Bellevue Parks DepartmentJun 2017 to Sep 2017
- Sammamish High SchoolSep 2016 to Jun 2017
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 2 states (TX, WA).
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
- 8187339
- Firm CRD
- 149777