Carter G Lawrence
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 Stanley Private Bank, N.AAug 2026 to now
- Morgan StanleyApr 2026 to now
- Apl Federal Credit UnionFeb 2026 to Apr 2026
- Sg Benefit ProvidersJan 2025 to Dec 2025
- UnemployedMay 2024 to Jan 2025
- West Virginia UniversityAug 2023 to May 2024
- Nicks Fish HouseMay 2023 to Aug 2023
- West Virginia UniversityAug 2022 to May 2023
- Nicks Fish HouseMay 2022 to Aug 2022
- West Virginia UniversityAug 2021 to May 2022
- Nicks Fish HouseMay 2021 to Aug 2021
- West Virginia UniversityAug 2020 to May 2021
- Catonsville Middle SchoolMar 2020 to Jun 2020
- Rolling Road Country ClubOct 2019 to Mar 2020
- Baltimore Orioles, Ltd.Feb 2018 to Sep 2019
- Catonsville High SchoolAug 2016 to Feb 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2025
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 2 states (MD, 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
- 8245061
- Firm CRD
- 149777