Charles Matthew White

CRD 1989978 · Morgan Stanley · Purchase, NY

IA RegisteredBroker

Also appears in the source record as: Charales Matthew White

Registration & licensing

As recorded in SEC IAPD / FINRA BrokerCheck

Broker-dealer registration: Active
Investment adviser registration: Active
Exams passed (10): Series 66Series 63Series 65SIESeries 3Series 86Series 87Series 7Series 6Series 2
Registered states (53): Alabama · Alaska · Arizona · Arkansas · California · Colorado · Connecticut · Delaware · District Of Columbia · Florida · Georgia · Hawaii · Idaho · Illinois · Indiana · Iowa · Kansas · Kentucky · Louisiana · Maine · Maryland · Massachusetts · Michigan · Minnesota · Mississippi · Missouri · Montana · Nebraska · Nevada · New Hampshire · New Jersey · New Mexico · New York · North Carolina · North Dakota · Ohio · Oklahoma · Oregon · Pennsylvania · Puerto Rico · Rhode Island · South Carolina · South Dakota · Tennessee · Texas · Utah · Vermont · Virgin Islands · Virginia · Washington · West Virginia · Wisconsin · Wyoming
Years in the industry (source record): 28
Professional designations: Not yet retrieved from the source record

Disclosures

Copied from the official record

The official record for CRD 1989978 contains one or more disclosure events as of Aug 20, 2026.

findmyFA.app does not reproduce, summarise, characterise, or interpret the content of disclosure events. A disclosure event is a category of entry in a regulatory record; it is not, by itself, a finding of wrongdoing. Read the events in full on the official systems:

FINRA BrokerCheck ↗ · 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 (10)

From the source registration record · current first

Morgan StanleyCurrent
Purchase, NY · IA capacity

Dec 1, 2009 → present
Morgan Stanley & Co. Incorporated
BD capacity

Feb 19, 2009 → Jun 1, 2009
Rbc Professional Trader Group LLC
BD capacity

Jun 16, 2008 → Dec 12, 2008
Thomaslloyd Capital LLC
BD capacity

Feb 14, 2006 → Jul 24, 2007
Merriman Curhan Ford & Co.
BD capacity

Jan 22, 2004 → May 16, 2005
Presidio Asset Management LLC
IA capacity

Oct 17, 2000 → Nov 26, 2003
Oam Avatar LLC
IA capacity

Jul 30, 2003 → Sep 12, 2003
Quasar Distributors, LLC
BD capacity

Oct 4, 2001 → Sep 5, 2003
Avatar Investors Associates Corp
IA capacity

Jan 14, 1998 → Jul 18, 2003
First Fund Distributors, Inc.
BD capacity

Apr 23, 1998 → Oct 4, 2001

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

SEC IAPD record for CRD 1989978 ↗ FINRA BrokerCheck record for CRD 1989978 ↗ BrokerCheck Terms of Use ↗ Report a data error on this page →

Data compiled Aug 20, 2026. Source: IAPD_SEARCH. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.

Preview release — partial coverage. This is a public-records lookup tool, not investment advice, not a recommendation, and not an endorsement of any advisor. Registration status shown here is a copy of a government record and may be out of date; always confirm against SEC IAPD and FINRA BrokerCheck before acting.