Charles Aubrey  Smith III net worth and biography

Charles Smith III Biography and Net Worth

Insider of Morgan Stanley
Charles A. Smith is Executive Vice President and the Chief Risk Officer of Morgan Stanley. He is also a member of the Firm’s Management and Operating Committees.

 

Mr. Smith joined Morgan Stanley in the Investment Banking Division in 1996. After spending more than a decade in Investment Banking, Mr. Smith went on to hold numerous leadership positions across the Firm, including Head of Institutional Securities Group (ISG) Business Development; Chief Financial Officer of ISG; President of Morgan Stanley Bank, N.A.; and Morgan Stanley Private Bank, N.A. and Head of Firm Strategy and Execution. In these roles, Mr. Smith was involved in many of the Firm’s significant strategic events, including the acquisition of Smith Barney and the strategic partnership between MUFG and Morgan Stanley.

 

Mr. Smith received a BBA from Southern Methodist University and an MBA from the Wharton School of the University of Pennsylvania.  He serves on the Board of Directors for The Local Initiatives Support Corporation (LISC), one of the country's largest community development organizations.

What is Charles Aubrey Smith III's net worth?

The estimated net worth of Charles Aubrey Smith III is at least $16.62 million as of April 17th, 2024. Mr. Smith III owns 126,190 shares of Morgan Stanley stock worth more than $16,617,961 as of November 21st. This net worth evaluation does not reflect any other assets that Mr. Smith III may own. Learn More about Charles Aubrey Smith III's net worth.

How do I contact Charles Aubrey Smith III?

The corporate mailing address for Mr. Smith III and other Morgan Stanley executives is 1585 BROADWAY, NEW YORK NY, 10036. Morgan Stanley can also be reached via phone at (212) 761-4000. Learn More on Charles Aubrey Smith III's contact information.

Has Charles Aubrey Smith III been buying or selling shares of Morgan Stanley?

Charles Aubrey Smith III has not been actively trading shares of Morgan Stanley during the past quarter. Most recently, Charles Aubrey Smith III sold 11,200 shares of the business's stock in a transaction on Wednesday, April 17th. The shares were sold at an average price of $90.09, for a transaction totalling $1,009,008.00. Following the completion of the sale, the insider now directly owns 126,190 shares of the company's stock, valued at $11,368,457.10. Learn More on Charles Aubrey Smith III's trading history.

Who are Morgan Stanley's active insiders?

Morgan Stanley's insider roster includes Raja Akram (CAO & CFO), Raja Akram (CFO), Jeffrey Brodsky (Insider), Mandell Crawley (Insider), Alistair Darling (Director), Thomas Glocer (Director), James Gorman (Executive Chairman), Robert Herz (Director), Keishi Hotsuki (Insider), Stephen Luczo (Director), Hutham Olayan (Director), Edward Pick (Insider), Jonathan Pruzan (COO), Andrew Saperstein (Insider), Daniel Simkowitz (Insider), Charles Smith III (Insider), and Sharon Yeshaya (CFO). Learn More on Morgan Stanley's active insiders.

Are insiders buying or selling shares of Morgan Stanley?

In the last year, insiders at the financial services provider sold shares 16 times. They sold a total of 638,309 shares worth more than $62,568,580.39. The most recent insider tranaction occured on October, 17th when Director Stephen J Luczo sold 60,000 shares worth more than $7,150,200.00. Insiders at Morgan Stanley own 0.2% of the company. Learn More about insider trades at Morgan Stanley.

Information on this page was last updated on 10/17/2024.

Charles Aubrey Smith III Insider Trading History at Morgan Stanley

Transaction DateBuy/SellNumber of SharesAverage Share PriceTotal TransactionShares Held After TransactionDetails
4/17/2024Sell11,200$90.09$1,009,008.00126,190View SEC Filing Icon  
7/19/2023Sell5,600$92.41$517,496.00136,513View SEC Filing Icon  
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Charles Aubrey Smith III Buying and Selling Activity at Morgan Stanley

This chart shows Charles Aubrey Smith III's buying and selling at Morgan Stanley by year and by quarter.

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Morgan Stanley Company Overview

Morgan Stanley logo
Morgan Stanley, a financial holding company, provides various financial products and services to corporations, governments, financial institutions, and individuals in the Americas, Europe, the Middle East, Africa, and Asia. It operates through Institutional Securities, Wealth Management, and Investment Management segments. The Institutional Securities segment offers capital raising and financial advisory services, including services related to the underwriting of debt, equity, and other securities, as well as advice on mergers and acquisitions, restructurings, real estate, and project finance. This segment also provides equity and fixed income products comprising sales, financing, prime brokerage, and market-making services; foreign exchange and commodities; corporate and commercial real estate loans, commercial mortgage and secured lending facilities, and financing for sales and trading customers, and asset-backed and mortgage lending; and wealth management services, investment, and research services. The Wealth Management segment offers financial advisor-led brokerage, custody, administrative, and investment advisory services; self-directed brokerage services; financial and wealth planning services; workplace services, including stock plan administration; annuity and insurance products; securities-based lending, residential real estate loans, and other lending products; banking; and retirement plan services to individual investors and small to medium-sized businesses and institutions. The Investment Management segment provides equity, fixed income, alternatives and solutions, and liquidity and overlay services to benefit/defined contribution plans, foundations, endowments, government entities, sovereign wealth funds, insurance companies, third-party fund sponsors, corporations, and individuals through institutional and intermediary channels. The company was founded in 1924 and is headquartered in New York, New York.
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Today's Range

Now: $131.69
Low: $131.05
High: $133.65

50 Day Range

MA: $114.66
Low: $96.64
High: $134.06

2 Week Range

Now: $131.69
Low: $76.33
High: $135.51

Volume

4,968,733 shs

Average Volume

7,082,100 shs

Market Capitalization

$212.16 billion

P/E Ratio

20.04

Dividend Yield

2.76%

Beta

1.34