Wells Fargo Advisors
47yrs
Top 1% by experience in Fort Worth
43yrs
Charles Reddell is a fiduciary financial advisor in Fort Worth, Texas, with 43 years in the industry. After ten years at UBS Financial Services and nine years at RBC Capital Markets, Charles joined Morgan Stanley in 2019, a firm offering financial planning, investment management, and retirement plan consulting. The firm is paid through a percentage of assets, flat fees, and commissions.
One of 1842 advisors with offices in Fort Worth, and one of 1738 fiduciaries.
At a glance
Experience43 years (since 1983)
How that compares ?Top 1% by experience in Fort Worth
Office201 Main Street Suite 1500, Fort Worth, TX 76102
FirmMorgan Stanley
How the firm is paid ?Percent of assets, Flat fee, Commissions, Performance fee, Other
Typical client at the firm ?$670,481
Advisors at the firm23,156
States licensed ?1 state
Services through Morgan Stanley
Financial planningInvestment management for individuals and small businessesManaging mutual fundsInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2019 – nowMorgan StanleyCurrent firm
- 2009 – 2019UBS Financial Services Inc.Previously
- 2000 – 2009RBC Capital Markets, LLCPreviously
Contact Charles
(914) 225-5510Firm headquarters in Purchase, NY. Ask for Charles. 201 Main Street Suite 1500Fort Worth, TX 76102Office · Get directions Firm websiteHTTP://WWW.MORGANSTANLEY.COM
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Questions to ask Charles
Tailored to Charles’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- Your firm can charge performance-based fees. Would that apply to me?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
My notes and scorecard
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About Charles
How do I contact Charles?
Call Morgan Stanley at (914) 225-5510 and ask for Charles Reddell. Charles works from the Fort Worth, TX office.
How long has Charles been a financial advisor?
Charles has been in the industry since 1983, about 43 years. Top 1% by experience in Fort Worth.
What licenses does Charles hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Charles a fiduciary?
Charles is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Charles paid?
Morgan Stanley reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products, a share of investment gains, other fees. Ask Charles for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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