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RIA / WealthAdvisordual registered (broker-dealer)35 years in industry

CHARLES MATTHEW WHITE

Advisor at MORGAN STANLEY

Purchase, NY

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Search this name across graphsid dfx:ria:48b44008-de69-a331-07ac-b9d376f25334

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 6:51 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Jan 14, 1998 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: MORGAN STANLEY
Current firm class: wirehousederived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jul 17, 1991earliest registration or exam on IAPD
Years in industry: 35derivedfrom the industry start date
Years at current firm: 16derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 5
Exams: S65|S63|S66
First exam: Jul 17, 1991
First registration: Jan 14, 1998
Dual registered: yes, broker-dealer
Other names: CHARALES MATTHEW WHITE|CHARALES MATTHEW WHITE
IAPD individual key: 1989978

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
MORGAN STANLEY	Wirehouse	Dec 1, 2009	n/a	yes	Purchase, NY	Current employment
AVATAR ASSOCIATES	Former SEC adviser	Jul 30, 2003	Sep 12, 2003	no	NEW YORK, NY	Previous registration
PRESIDIO ASSET MANAGEMENT LLC	n/a	Oct 17, 2000	Nov 26, 2003	no	SAN ANTONIO, TX	Previous registration
AVATAR INVESTORS ASSOCIATES CORP	n/a	Jan 14, 1998	Jul 18, 2003	no	NEW YORK, NY	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
PRESIDIO ASSET MANAGEMENT LLC	AVATAR ASSOCIATES	Nov 26, 2003	Jul 30, 2003	-119	Firm change after gap	Other
AVATAR ASSOCIATES	MORGAN STANLEY	Sep 12, 2003	Dec 1, 2009	2,272	Firm change after gap	Other
AVATAR INVESTORS ASSOCIATES CORP	PRESIDIO ASSET MANAGEMENT LLC	Jul 18, 2003	Oct 17, 2000	-1,004	Firm change after gap	Other

Relationships

Registered with (4)

→ MORGAN STANLEYRegistered adviserregistration: current employment
Dec 1, 2009 to presentfactForm ADV
→ PRESIDIO ASSET MANAGEMENT LLCRegistered adviserregistration: previous registration
Oct 17, 2000 to Nov 26, 2003factForm ADV
→ AVATAR ASSOCIATESRegistered adviserregistration: previous registration
Jul 30, 2003 to Sep 12, 2003factForm ADV
→ AVATAR INVESTORS ASSOCIATES CORPRegistered adviserregistration: previous registration
Jan 14, 1998 to Jul 18, 2003factForm ADV

Dated events

No dated event names this entity yet.