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Detailed Report
CHARLES EDWARD MENACHO IV
CHARLES EDWARD MENACHO
CRD#: 2801343
IA
Investment Adviser
B
Broker
MORGAN STANLEYCRD#: 149777 1200 Franklin Avenue
2Nd Floor
Garden City, NY 11530
Registration History
1996199820002002200420062008201020122014201620182020202220242026IAMORGAN STANLEY (CRD# 149777)2020 - Present (4 years)BMORGAN STANLEY (CRD# 149777)2009 - Present (15 years)BCITIGROUP GLOBAL MARKETS INC. (CRD# 7059)1999 - 2009 (10 years)BLEGG MASON WOOD WALKER, INCORP... (CRD# 6555)1997 - 1999 (1 year)BOLDE DISCOUNT CORPORATION (CRD# 5979)1996 - 1997 (<1 year)
License(s)

State Registrations

B
Alabama 5/29/2024
B
Nevada 3/1/2018
B
Arizona 2/5/2024
B
New Hampshire 6/26/2024
B
California 6/1/2009
B
New Jersey 6/1/2009
B
Colorado 10/26/2017
B
New York 6/1/2009
B
Connecticut 4/1/2011
IA
New York 6/16/2021
B
Delaware 4/1/2011
B
North Carolina 12/16/2020
B
District of Columbia 9/20/2022
B
Ohio 1/10/2012
B
Florida 6/1/2009
B
Pennsylvania 6/1/2009
B
Georgia 2/5/2024
B
South Carolina 7/28/2017
B
Illinois 2/5/2024
B
Tennessee 2/27/2024
B
Maine 11/18/2020
B
Texas 5/24/2017
B
Maryland 6/1/2009
IA
Texas 5/18/2020
B
Massachusetts 6/1/2009
B
Vermont 6/26/2024
B
Michigan 2/5/2024
B
Virginia 6/1/2009
B
Missouri 5/29/2024
B
Washington 5/29/2024
B
Montana 2/5/2024
B
Wisconsin 1/12/2021

SRO Registrations

B
 FINRA
B
 NYSE American LLC
B
 Nasdaq Stock Market
B
 New York Stock Exchange

View Exams Passed by the individual in the detailed report

Learn about permitted activities of registered representatives

Learn about permitted activities of registered principals

Not all jurisdictions require IAR registration or may have an exemption from registration.
Current Registration(s)
IA
MORGAN STANLEY (CRD#:149777)
1200 Franklin Avenue 2Nd Floor, Garden City, NY 11530
Huntington Station , NY
Registered with this firm since 5/18/2020
B
MORGAN STANLEY (CRD#:149777)
1200 Franklin Avenue 2Nd Floor, Garden City, NY 11530
Huntington Station , NY
Registered with this firm since 6/1/2009
Previous Registration(s)
th hidden textth hidden textNameLocation
B
 01/28/1999 - 06/01/2009 CITIGROUP GLOBAL MARKETS INC. (CRD#:7059) JERICHO, NY
B
 02/05/1997 - 01/11/1999 LEGG MASON WOOD WALKER, INCORPORATED (CRD#:6555) BALTIMORE, MD
B
 11/04/1996 - 02/14/1997 OLDE DISCOUNT CORPORATION (CRD#:5979) DETROIT, MI
For additional information about investment advisers or broker-dealers, please visit
www.investor.gov
B
Broker
A brokerage firm, also called a broker-dealer, is in the business of buying and selling securities – stocks, bonds, mutual funds, and certain other investment products – on behalf of its customer (as broker), for its own bank (dealer), or both. Individuals who work for broker-dealers - the sales personnel are commonly referred to as brokers.
IA
Investment Adviser
An investment adviser is paid for providing advice about securities to clients. In addition, some investment advisers manage investment portfolios and offer financial planning services.
Disclosures
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.