CC
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Christine Carona

39 Years of Experience
Boston, MA
Broker

Christine Carona is a registered investment advisor at Morgan Stanley, based in Boston, MA, with 39 years of industry experience. Their practice areas include Investment Management. Their firm serves 2,539,760 clients with $1700B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
23050 advisors
IM Fee
Planning only
Assets Under Management
$1650.0B

Fee Structure

Investment management only (planning not offered)
Annual Retainer:Up to $500,000/year
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Location

28 State Street 26th Floor, Boston, MA, 02109

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Christine is a board member and on the investment committee for Syracuse University, dedicating a few hours per week. She also spends minimal time on a trust.

Employment History
Current Registrations
Morgan Stanley
November 2018 - Present · 7 yrs 6 mos
Morgan StanleyBroker
July 2017 - Present · 8 yrs 10 mos
Previous Registrations
UBS Financial Services INC.Broker
March 2009 - August 2017 · 8 yrs 5 mos
Citigroup Global Markets INC.Broker
October 1999 - March 2009 · 9 yrs 5 mos
Bankboston Investor Services, INC.Broker
November 1994 - October 1999 · 4 yrs 11 mos
Sei Financial Services CompanyBroker
September 1993 - November 1994 · 1 yr 2 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
November 1986 - August 1993 · 6 yrs 9 mos
State Registrations31 states
AKALCACOCTDCDEFLGAIAIDMAMDMEMIMNNCNENHNJNYOHOKORPARISCTXVAVTWA
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
Christine Carona - Financial Advisor | TrueAdvisor