CE
CE

Chad Evans

35 Years of Experience
Scottsdale, AZ
Broker

Chad Evans is a registered investment advisor at Morgan Stanley, based in Scottsdale, AZ, with 35 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
Loading...

Location

Scottsdale, AZ

Get directions

History

Regulatory History
Clean regulatory record

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

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Learn about disclosures →
Other Business Activities

Chad serves as a successor trustee on a trust in Brooksfield, Kentucky, since February 2022. This activity is investment-related and requires minimal time.

Employment History
Current Registrations
Morgan Stanley
June 2009 - Present · 16 yrs 11 mos
Morgan StanleyBroker
June 2009 - Present · 16 yrs 11 mos
Morgan Stanley
June 2009 - Present · 16 yrs 11 mos
Previous Registrations
Citigroup Global Markets INC.
March 2009 - June 2009 · 3 mos
Citigroup Global Markets INC.Broker
March 2009 - June 2009 · 3 mos
Credit Suisse Securities (USA) LLCBroker
May 2006 - March 2009 · 2 yrs 10 mos
Credit Suisse Securities (USA) LLC
May 2006 - March 2009 · 2 yrs 10 mos
Citigroup Global Markets INC.
October 2001 - May 2006 · 4 yrs 7 mos
Citigroup Global Markets INC.Broker
September 2001 - May 2006 · 4 yrs 8 mos
J.P. Morgan Securities INC.Broker
February 2000 - September 2001 · 1 yr 7 mos
Hambrecht & Quist LLCBroker
June 1997 - February 2000 · 2 yrs 8 mos
Painewebber IncorporatedBroker
January 1995 - July 1997 · 2 yrs 6 mos
Kidder, Peabody & CO. IncorporatedBroker
February 1993 - January 1995 · 1 yr 11 mos
Hagerty, Stewart & Associates, INC.Broker
April 1992 - February 1993 · 10 mos
Baraban Securities, INC.Broker
December 1990 - April 1992 · 1 yr 4 mos
State Registrations46 states
ARAZCACOCTDCDEFLGAHIIDILINKSKYLAMAMDMEMIMNMOMSMTNCNENHNJNMNVNYOHOKORPARISCSDTNTXUTVAVTWAWIWY
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.