Cary Street Partners
47yrs
Top advisor by experience at Cary Street Partners
3yrs
Charles Bugg
Financial advisor at Morgan Stanley
Based in Richmond, Virginia, Charles Bugg is a fiduciary financial advisor with 3 years of industry experience. Charles has been with Morgan Stanley since 2025. Morgan Stanley offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, flat fees, and commissions.
One of 1349 advisors with offices in Richmond, and one of 1251 fiduciaries.
At a glance
Experience3 years (since 2023)
How that compares ?3 years in the industry
Office901 East Byrd Street Suite 2000, Richmond, VA 23219
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
- Aug 2025 – nowMorgan StanleyCurrent firm
Contact Charles
(914) 225-5510Firm headquarters in Purchase, NY. Ask for Charles. 901 East Byrd Street Suite 2000Richmond, VA 23219Office · Get directions Firm websiteHTTP://WWW.MORGANSTANLEY.COM
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Questions to ask Charles
Tailored to Charles’s registration and firm.
- 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?
- What would I pay in total each year, in dollars, including fund and trading costs?
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 Bugg. Charles works from the Richmond, VA office.
How long has Charles been a financial advisor?
Charles has been in the industry since 2023, about 3 years. 3 years in the industry.
What licenses does Charles hold?
Series 63, Series 66. 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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