Charlie Rey

Private Wealth Advisor

Charlie Rey is an experienced Private Wealth Advisor at Level Four Group, where employment began in July 2025. Prior to this role, Charlie served as an Associate Wealth Advisor at Corient from September 2024 to August 2025 and held multiple positions at Morgan Stanley, including Equity Compensation Specialist, Registered Client Service Associate, Team Administrative Assistant, and Intern from March 2021 to October 2024. Additionally, Charlie worked as the Executive Director at Seacoast Grace Church from August 2014 to March 2022 and was a member of the Trojan Investing Society from 2020 to 2022. Early experience includes timing and scoring with the American Motorcyclist Association from June 2007 to 2020. Charlie holds a Bachelor of Science degree in Music Industry and Business Finance from the University of Southern California.

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