Charles R. Levy
Executive Director, Market Manager
Phone:
(650) 234-5171(650) 234-5171
Morgan Stanley
Menlo Park Branch Office
You define success, we help you achieve it
2775 Sand Hill Road
Suite 120
Menlo Park, CA 94025
US
Branch:
(650) 926-7600(650) 926-7600
Toll-Free:
(800) 624-7248(800) 624-7248
Branch Manager
Charles LevyPhone:
(650) 234-5171(650) 234-5171
About Morgan Stanley Menlo Park Branch
For more than 30 years, Morgan Stanley's Menlo Park office has served a wide range of distinguished clients from major corporations, private equity and venture capital firms to senior corporate executives, sophisticated investors, and high net worth families. These clients have relied on our experience and resources to help them meet their financial needs and objectives.
Financial Advisors in the Menlo Park office often meld their skills to work on teams that are led by an Advisor with usually more than 20 years of tenure with the firm. Each Financial Advisor is committed to providing our clients with personalized service and astute counsel. Our Financial Advisors are also supported by the extensive resources of Morgan Stanley, one of the world’s largest, most respected financial services firms.
Since joining Morgan Stanley in 1998, I have had the opportunity to witness various economic cycles and investment climates. I am confident that our Financial Advisors possess the discipline and wisdom to help you meet the challenges of our changing environment and take full advantage of the opportunities it presents. I look forward to meeting you and inviting you to consult with our Financial Advisors in the near future.
If you are a Financial Advisor, please contact me for more information and or an in-depth discussion about how the Menlo Park office can help you succeed professionally and personally.
Financial Advisors in the Menlo Park office often meld their skills to work on teams that are led by an Advisor with usually more than 20 years of tenure with the firm. Each Financial Advisor is committed to providing our clients with personalized service and astute counsel. Our Financial Advisors are also supported by the extensive resources of Morgan Stanley, one of the world’s largest, most respected financial services firms.
Since joining Morgan Stanley in 1998, I have had the opportunity to witness various economic cycles and investment climates. I am confident that our Financial Advisors possess the discipline and wisdom to help you meet the challenges of our changing environment and take full advantage of the opportunities it presents. I look forward to meeting you and inviting you to consult with our Financial Advisors in the near future.
If you are a Financial Advisor, please contact me for more information and or an in-depth discussion about how the Menlo Park office can help you succeed professionally and personally.
Services Provided
- Retirement PlanningFootnote1
- Saving for CollegeFootnote2
- Maintaining Cash Flow
- Long-term Care InsuranceFootnote3
- Traditional Investments
- Alternative InvestmentsFootnote4
- Insurance ServicesFootnote5
- Investing with ImpactFootnote6
- Legacy PlanningFootnote7
- Succession PlanningFootnote8
- Family Mission Statements
- Next Generation EducationFootnote9
- Lending SolutionsFootnote10
- Cash Management SolutionsFootnote11
Our Team at Morgan Stanley Menlo Park Branch
Natalie Wong
Business Service Officer
Phone:
(650) 234-5157(650) 234-5157
Kelly Neumann
Risk Officer
Phone:
(650) 926-7139(650) 926-7139
Priscilla Kandeh
Branch Administrator
Phone:
(650) 926-7205(650) 926-7205
About Charles R. Levy
With over three decades of financial services industry experience, I have been Market Manager in Menlo Park since 2010. Both at my branch and across the Silicon Valley Market, I am committed to providing ongoing leadership to all Financial Advisors—veterans and rookies alike—in an effort to help them maintain a superior and consistent level of client service. In particular, I do whatever I can to help new Financial Advisors make a seamless transition from their previous firm and prepare to help them achieve their personal and/or team’s goals.
Culturally, the Menlo Park Branch values collaboration and entrepreneurship. I believe Financial Advisors thrive in our environment because integrity and professionalism are evident in every relationship, both within the office and with our clients. Our Financial Advisors enjoy the full support of branch management, as well as the Firm, throughout their careers. Our unique approach to the business enables us to build meaningful, long-lasting bonds with our Financial Advisors, who are consistently among the most productive in the Firm. We also have many multigenerational client relationships, which is a source of great pride.
Morale is a critical factor in a Financial Advisor’s success and I make it a point to serve as an outlet to Financial Advisors who need assistance with their practice, whether it is during the recruitment process or down the road.
I graduated with a Bachelor of Arts degree in Psychology with a specialization in Business Administration and Accounting from the University of California, Los Angeles. My wife, Elizabeth, and I live in Mountain View, California, with our two daughters, Allyson and Kate, and our dog Bandit.
“The Financial Advisors at Menlo Park have access to a global platform of resources, services and specialists that enable them to select a wide variety of solutions to help meet the diverse financial needs of their clients, who range from high-net-worth individuals to large corporations. One of the many benefits of the Silicon Valley Market is that we are able to deliver personalized investment, wealth management services and corporate capabilities, coupled with tailored in-depth advice.”
Culturally, the Menlo Park Branch values collaboration and entrepreneurship. I believe Financial Advisors thrive in our environment because integrity and professionalism are evident in every relationship, both within the office and with our clients. Our Financial Advisors enjoy the full support of branch management, as well as the Firm, throughout their careers. Our unique approach to the business enables us to build meaningful, long-lasting bonds with our Financial Advisors, who are consistently among the most productive in the Firm. We also have many multigenerational client relationships, which is a source of great pride.
Morale is a critical factor in a Financial Advisor’s success and I make it a point to serve as an outlet to Financial Advisors who need assistance with their practice, whether it is during the recruitment process or down the road.
I graduated with a Bachelor of Arts degree in Psychology with a specialization in Business Administration and Accounting from the University of California, Los Angeles. My wife, Elizabeth, and I live in Mountain View, California, with our two daughters, Allyson and Kate, and our dog Bandit.
“The Financial Advisors at Menlo Park have access to a global platform of resources, services and specialists that enable them to select a wide variety of solutions to help meet the diverse financial needs of their clients, who range from high-net-worth individuals to large corporations. One of the many benefits of the Silicon Valley Market is that we are able to deliver personalized investment, wealth management services and corporate capabilities, coupled with tailored in-depth advice.”
Securities Agent: CA, MA, TX; Investment Advisor Representative; BM/Supervisor; General Securities Representative; Managed Futures
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Branch Address
2775 Sand Hill Road
Suite 120
Menlo Park, CA 94025
US
Branch:
(650) 926-7600(650) 926-7600
Toll-Free:
(800) 624-7248(800) 624-7248
Fax:
(650) 926-7680(650) 926-7680
1When Morgan Stanley Smith Barney LLC, its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors (collectively, “Morgan Stanley”) provide “investment advice” regarding a retirement or welfare benefit plan account, an individual retirement account or a Coverdell education savings account (“Retirement Account”), Morgan Stanley is a “fiduciary” as those terms are defined under the Employee Retirement Income Security Act of 1974, as amended (“ERISA”), and/or the Internal Revenue Code of 1986 (the “Code”), as applicable. When Morgan Stanley provides investment education, takes orders on an unsolicited basis or otherwise does not provide “investment advice”, Morgan Stanley will not be considered a “fiduciary” under ERISA and/or the Code. For more information regarding Morgan Stanley’s role with respect to a Retirement Account, please visit www.morganstanley.com/disclosures/dol. Tax laws are complex and subject to change. Morgan Stanley does not provide tax or legal advice. Individuals are encouraged to consult their tax and legal advisors (a) before establishing a Retirement Account, and (b) regarding any potential tax, ERISA and related consequences of any investments or other transactions made with respect to a Retirement Account. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
2Tax laws are complex and are 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. Individuals should always check with their tax or legal advisor before engaging in any transaction involving 529 Plans, Education Savings Accounts and other tax-advantaged investments.
3Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
4Alternative 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 appropriate only for qualified, long-term investors who are willing to forgo liquidity and put capital at risk for an indefinite period of time.
5Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
6The returns on a portfolio consisting primarily of sustainable investments may be lower or higher than a portfolio that is more diversified or where decisions are based solely on investment considerations. Because sustainability 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. Diversification does not guarantee a profit or protect against loss in a declining financial market.
7Morgan 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, charitable giving, philanthropic planning and other legal matters.
8Morgan 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, charitable giving, philanthropic planning and other legal matters.
9Tax laws are complex and are 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. Individuals should always check with their tax or legal advisor before engaging in any transaction involving 529 Plans, Education Savings Accounts and other tax-advantaged investments.
10Morgan Stanley Smith Barney LLC is a registered Broker/Dealer, Member SIPC, and not a bank. Where appropriate, Morgan Stanley Smith Barney LLC has entered into arrangements with banks and other third parties to assist in offering certain banking related products and services.
Investment, insurance and annuity products offered through Morgan Stanley Smith Barney LLC are: NOT FDIC INSURED | MAY LOSE VALUE | NOT BANK GUARANTEED | NOT A BANK DEPOSIT | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY
11Morgan Stanley Smith Barney LLC is a registered Broker/Dealer, Member SIPC, and not a bank. Where appropriate, Morgan Stanley Smith Barney LLC has entered into arrangements with banks and other third parties to assist in offering certain banking related products and services.
Investment, insurance and annuity products offered through Morgan Stanley Smith Barney LLC are: NOT FDIC INSURED | MAY LOSE VALUE | NOT BANK GUARANTEED | NOT A BANK DEPOSIT | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY
Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).
The investments and products listed may not be appropriate for all investors. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments or products, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. The appropriateness of a particular investment or product will depend upon an investor's individual circumstances and objectives.
Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States.
© 2022 Morgan Stanley Smith Barney LLC. Member SIPC.
Awards Disclosures
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
2Tax laws are complex and are 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. Individuals should always check with their tax or legal advisor before engaging in any transaction involving 529 Plans, Education Savings Accounts and other tax-advantaged investments.
3Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
4Alternative 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 appropriate only for qualified, long-term investors who are willing to forgo liquidity and put capital at risk for an indefinite period of time.
5Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
6The returns on a portfolio consisting primarily of sustainable investments may be lower or higher than a portfolio that is more diversified or where decisions are based solely on investment considerations. Because sustainability 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. Diversification does not guarantee a profit or protect against loss in a declining financial market.
7Morgan 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, charitable giving, philanthropic planning and other legal matters.
8Morgan 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, charitable giving, philanthropic planning and other legal matters.
9Tax laws are complex and are 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. Individuals should always check with their tax or legal advisor before engaging in any transaction involving 529 Plans, Education Savings Accounts and other tax-advantaged investments.
10Morgan Stanley Smith Barney LLC is a registered Broker/Dealer, Member SIPC, and not a bank. Where appropriate, Morgan Stanley Smith Barney LLC has entered into arrangements with banks and other third parties to assist in offering certain banking related products and services.
Investment, insurance and annuity products offered through Morgan Stanley Smith Barney LLC are: NOT FDIC INSURED | MAY LOSE VALUE | NOT BANK GUARANTEED | NOT A BANK DEPOSIT | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY
11Morgan Stanley Smith Barney LLC is a registered Broker/Dealer, Member SIPC, and not a bank. Where appropriate, Morgan Stanley Smith Barney LLC has entered into arrangements with banks and other third parties to assist in offering certain banking related products and services.
Investment, insurance and annuity products offered through Morgan Stanley Smith Barney LLC are: NOT FDIC INSURED | MAY LOSE VALUE | NOT BANK GUARANTEED | NOT A BANK DEPOSIT | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY
Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).
The investments and products listed may not be appropriate for all investors. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments or products, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. The appropriateness of a particular investment or product will depend upon an investor's individual circumstances and objectives.
Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States.
© 2022 Morgan Stanley Smith Barney LLC. Member SIPC.
Awards Disclosures
CRC 6491812 04/2024