My Story

Charles Fahy is a Financial Advisor in Morgan Stanley’s Northfield, NJ office. He works with a select group of businesses and individual investors that aspire to a work-optional lifestyle by employing a prudent investment strategy that emphasizes long-term growth, current income and capital preservation. Tax-efficient investing is also a key part of the investment approach.

Charles also draws on the global investment resources of Morgan Stanley, one of the world’s premier financial institutions.

Prior to joining Morgan Stanley, Charles served as General Manager of the Atlantic City Country Club, one of the most historic clubs in the world. He has also managed multi-million dollar resorts around the country as well as two start-up companies. Additionally, Charles has experience in tax preparation. In college, he majored in accounting with an emphasis in finance.

One of Charles great passions is helping people. He derives a great deal of satisfaction not only helping clients devise a sound strategy for their personal needs, but taking the time to stay in regular contact with them to help ensure their plan stays in line with their changing needs.

Another one of his passions is golf. In fact, he is a PGA (Professional Golfers Association) member and has been a teaching professional with the PGA for many years.
Services Include
  • Financial Planning1
  • Wealth Management2
  • Retirement Planning3
  • Asset Management4
  • 401(k) Rollovers
  • 529 Plans5
  • Alternative Investments6
  • Business Planning7
  • Corporate Retirement Plans8
  • Estate Planning Strategies9
  • Life Insurance10
  • Philanthropic Services
  • Qualified Plans
  • Qualified Retirement Plans11
  • Sustainable Investing12
  • Wealth Consulting
Securities Agent: NJ, WV, WI, WA, VT, VA, UT, TX, TN, SC, RI, PR, PA, OR, OK, OH, NY, NM, NH, NE, NC, MO, MN, MI, ME, MD, MA, LA, KY, KS, IN, IL, GA, FL, DE, DC, CT, CO, CA, AZ, AR, AL, AK; General Securities Representative; Investment Advisor Representative
NMLS#: 1687375
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*

Working With You

Our goal is to help you build a financial plan that is as dynamic as you are. It’s not an easy task. It requires the collaboration of a team of specialists who go through all aspects of your financial life: Your assets and liabilities, insurance plans, employee benefits plan, social security estimates, and home mortgages.

We also want to know the nitty-gritty. We want to know if you’re thinking about buying a house, a car, and when it’s your son or daughter’s birthday. We want to learn about your family’s values, if you have any medical issues or health concerns. We also want to learn about your parents; are they stable financially, will you be the primary care-giver; what will their long-term care look like?

These may seem like small things, but by paying attention to the details we can help you make the best financial decisions possible. This is how, one day, we can help you achieve a lifestyle that is “work-optional.”

Clients

Our clients range from professionals, executives and business owners to professional athletes and entertainers. Wherever you are in the various phases of life and whatever career passions you pursue, we believe the power of collaboration is the best way for you to achieve your goals. We want to coordinate with your other advisors including attorneys and CPAs so everyone has a seat at the table in the times of your important milestones.

Of course, as a client, you’ll also be supported by the full breadth and depth of Morgan Stanley, a global firm that is one of the largest and most respected wealth management firms in the world.

Let Us Be Your Personal Financial Caddy...

  • Mission Statement
    Our goal is to help you build and secure a strong and successful financial future by developing a financial plan that is as dynamic as you are.
  • What we can do for you:
    The SVS Wealth Management Team offers financial advisors and support staff members with diverse and extensive experience to help you secure your financial future. Our team has years of experience including; portfolio management, business succession planning, retirement planning, and estate planning strategies to help your own unique needs. Our end goal is to help you achieve an enjoyable lifestyle that is “work-optional.” Please contact Charles Fahy at 609-383-2286, for more details.
  • Charles’s Bio:
    Charles Fahy has been a successful Financial Advisor with Morgan Stanley. As a PGA member and teaching professional himself, he understands a thing or two about golf. Charles’s goal is to provide his clients with investment strategies that emphasize long-term growth in order to achieve financial independence.

Education

  • BA Accounting, 1991 Moravian College, Bethlehem PA
  • Series 7 – General Securities Representative
  • Series 66 – NASAA Uniform Combined State Law Examination
  • Licensed Life Insurance Agent in: NJ, NY, PA, CT, FL
  • Mortgage Licensed

Location

1601 New Road
1st Fl
Northfield, NJ 08225
US
Direct:
(609) 383-2286(609) 383-2286
Toll-Free:
(800) 776-6258(800) 776-6258
Fax:
(609) 645-0238(609) 645-0238

Investment and Market Perspectives

On the Markets

Retirement

Working with you to understand your life goals and develop a personalized wealth strategy. Today and for the years to come.
  • 401(k) Rollovers
  • IRA Plans
  • Retirement Income Strategies
  • Retirement Plan Participants
  • Annuities
The Simple Six-Step Retirement Checkup

The Simple Six-Step Retirement Checkup

Given market volatility in 2018, checking in on your retirement plan may be one of the wisest New Year’s resolutions you can make.

Investing

Working closely with you to guide your wealth and investments through the most challenging market cycles.
  • Asset Management
  • Wealth Planning
  • Traditional Investments
  • Alternative Investments
  • Impact Investing
Five Smart Strategies to Use a Bonus or Raise

Five Smart Strategies to Use a Bonus or Raise

Have extra money coming in? Here are ways to put your money to work for you now, so you can reap the rewards down the road.

Family

Creating customized financial strategies for the challenges that today's families face.
  • Estate Planning Strategies
  • 529 Plans / Education Savings Planning
  • Long Term Care Insurance
  • Special Needs Planning
  • Trust Services
Financial Transition: A Guide for Women

Financial Transition: A Guide for Women

Here's how to take control of your finances if a death or divorce leaves you holding the reins.

Business Planning

Helping you on key aspects of your business such as ownership, liquidity and developing opportunities.
  • Succession Planning
  • Business Planning
  • Retirement Plan Sponsors
  • Qualified Retirement Plans
  • Corporate Pension Funds
6 Keys to Building a Startup

6 Keys to Building a Startup

Entrepreneurs share ideas and learnings from the experience of starting a company.

More from Morgan Stanley

Consolidate Your Cash at a Competitive Rate

Consolidate Your Cash at a Competitive Rate

2.30% APY with Preferred Savings for New Money deposited through your eligible Morgan Stanley brokerage account. Contact me to learn more or click here. Terms apply.
Learn more about Consolidate Your Cash at a Competitive Rate
Morgan Stanley and Justin Rose: A Winning Team

Morgan Stanley and Justin Rose: A Winning Team

Morgan Stanley and our brand ambassador, PGA TOUR champion Justin Rose, share a set of core values and a common cause: giving books to children in need.
Learn more about Morgan Stanley and Justin Rose: A Winning Team
Your Financial World. On the Go.

Your Financial World. On the Go.

With the Morgan Stanley Mobile App, you’ll have the freedom to manage your investments and instantly access a suite of personal cash management tools.
Learn more about Your Financial World. On the Go.
Reserved | Living & Giving

Reserved | Living & Giving

Our complimentary program for eligible clients provides you and your family with access to exclusive offers and discounts from premium travel, automotive, health and wellness, and retail brands as well as curated insights from Morgan Stanley.
Learn more about Reserved | Living & Giving
Sign Up for eDelivery

Sign Up for eDelivery

With eDelivery, you’ll have easy access to statements, trade confirmations, general correspondence and much more.
Learn more about Sign Up for eDelivery
Access Morgan Stanley Online

Access Morgan Stanley Online

Morgan Stanley Online provides a comprehensive view of your assets and liabilities, projected income, breaking news, research and much more.
Learn more about Access Morgan Stanley Online
Ready to start a conversation? Contact Charles Fahy today.
Market Information Delayed 20 Minutes
1Morgan Stanley offers a wide array of brokerage and advisory services to its clients, each of which may create a different type of relationship with different obligations to you. Please consult with your Financial Advisor to understand these differences.

2Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.

3Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.

4Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.

5Investors should consider many factors before deciding which 529 plan is appropriate. Some of these factors include: the Plan’s investment options and the historical investment performance of these options, the Plan’s flexibility and features, the reputation and expertise of the Plan’s investment manager, Plan contribution limits and the federal and state tax benefits associated with an investment in the Plan. Some states, for example, offer favorable tax treatment and other benefits to their residents only if they invest in the state’s own Qualified Tuition Program. Investors should determine their home state’s tax treatment of 529 plans when considering whether to choose an in-state or out-of-state plan. Investors should consult with their tax or legal advisor before investing in any 529 Plan or contact their state tax division for more information. Morgan Stanley Smith Barney LLC does not provide tax and/or legal advice. Investors should review a Program Disclosure Statement, which contains more information on investment options, risk factors, fees and expenses and possible tax consequences.

6Alternative Investments are speculative and include a high degree of risk. An investor could lose all or a substantial amount of his/her investment. Alternative investments are suitable only for qualified, long-term investors who are willing to forgo liquidity and put capital at risk for an indefinite period of time.

7Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.

8Tax laws are complex and subject to change. Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice and are not “fiduciaries” (under ERISA, the Internal Revenue Code or otherwise) with respect to the services or activities described herein except as otherwise provided in writing by Morgan Stanley and/or as described at www.morganstanley.com/disclosures/dol . Individuals are encouraged to consult their tax and legal advisors (a) before establishing a retirement plan or account, and (b) regarding any potential tax, ERISA and related consequences of any investments made under such plan or account.

9Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning and other legal matters.

10Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.

11Tax laws are complex and subject to change. Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice and are not “fiduciaries” (under ERISA, the Internal Revenue Code or otherwise) with respect to the services or activities described herein except as otherwise provided in writing by Morgan Stanley and/or as described at www.morganstanley.com/disclosures/dol . Individuals are encouraged to consult their tax and legal advisors (a) before establishing a retirement plan or account, and (b) regarding any potential tax, ERISA and related consequences of any investments made under such plan or account.

12The returns on a portfolio consisting primarily of Environmental, Social and Governance (“ESG”) aware investments may be lower or higher than a portfolio that is more diversified or where decisions are based solely on investment considerations. Because ESG criteria exclude some investments, investors may not be able to take advantage of the same opportunities or market trends as investors that do not use such criteria.

The information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.

Morgan Stanley reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Morgan Stanley will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. Morgan Stanley does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link: https://www.morganstanley.com/disclaimers/mswm-email.html. Any profiles and associated content are for U.S. residents only.

The securities/instruments, services, investments and investment strategies discussed in this material may not be suitable for all investors. The appropriateness of a particular investment, investment strategy or service will depend on an investor's individual circumstances and objectives. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, strategies and services, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it.

Morgan Stanley Smith Barney LLC (“Morgan Stanley”) is not implying an affiliation, sponsorship, endorsement with/of the third party or that any monitoring is being done by Morgan Stanley of any information contained within the website. Morgan Stanley is not responsible for the information contained on the third party website or the use of or inability to use such site. Nor do we guarantee their accuracy or completeness.

The views, opinions or advice contained within third party websites or materials are solely those of the author, who is not a Morgan Stanley employee, and do not necessarily reflect those of Morgan Stanley Smith Barney LLC, or its affiliates. The strategies and/or investments referenced may not be appropriate for all investors as the appropriateness of a particular investment or strategy will depend on an investor's individual circumstances and objectives.

*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.


CRC 2019752 10/2018