Charles Turner Mckinney

CRD 1291446 · Morgan Stanley · Dallas, TX

IA RegisteredBroker

Also appears in the source record as: Chuck Charlie; Charlie Mckinney; Chuck Mckinney

Registration & licensing

As recorded in SEC IAPD / FINRA BrokerCheck

Broker-dealer registration: Active
Investment adviser registration: Active
Exams passed (6): Series 65Series 63SIESeries 3Series 7Series 22
Registered states (30): Alabama · Arizona · Arkansas · California · Colorado · Connecticut · Delaware · District Of Columbia · Florida · Georgia · Hawaii · Idaho · Illinois · Kansas · Michigan · Montana · Nevada · New Jersey · New York · North Carolina · Oklahoma · Pennsylvania · Puerto Rico · South Carolina · Tennessee · Texas · Utah · Washington · Wisconsin · Wyoming
Years in the industry (source record): 42
Professional designations: Not yet retrieved from the source record

Disclosures

Copied from the official record

No disclosure events are flagged in the source record as of Aug 20, 2026.

This reflects our copy of the record on that date only. Confirm the current position on FINRA BrokerCheck ↗ or SEC IAPD ↗.

Current firm

From the firm record

Firm: Morgan Stanley
Firm CRD: 149777
SEC number: 801-70103
Assets under management: $2.0T as of Jun 30, 2026
Website: www.morganstanley.com ↗
Phone: 914-225-5510
Firm location: Purchase, NY, 10577-2530

Employment history (8)

From the source registration record · current first

Morgan StanleyCurrent
Dallas, TX · IA capacity

Dec 2, 2015 → present
Credit Suisse Securities (USA) LLC
BD capacity

Sep 24, 2008 → Dec 18, 2015
Credit Suisse Securities (USA) LLC
IA capacity

Sep 24, 2008 → Dec 18, 2015
Ubs Financial Services Inc.
BD capacity

Aug 22, 2003 → Oct 3, 2008
Ubs Financial Services Inc.
IA capacity

Aug 22, 2003 → Oct 3, 2008
Goldman, Sachs & Co.
BD capacity

Mar 13, 1996 → Sep 3, 2003
First Cambridge Company
BD capacity

Jan 17, 1986 → Jun 12, 1987
Hall Securities Corporation
BD capacity

Aug 28, 1984 → May 31, 1985

Source & corrections

Where this page comes from

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