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Christopher Levin

24 Years of Experience
North Hampton, NH
Broker

Christopher Levin is a registered investment advisor at Morgan Stanley, based in North Hampton, NH, with 24 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

North Hampton, NH

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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.

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Other Business Activities

Christopher serves as a trustee/co-trustee for a trust in Danvers, Massachusetts, since September 2022. This investment-related activity requires minimal time during business hours.

Employment History
Current Registrations
Morgan Stanley
March 2013 - Present · 13 yrs 2 mos
Morgan Stanley
June 2009 - Present · 16 yrs 11 mos
Morgan StanleyBroker
June 2009 - Present · 16 yrs 11 mos
Previous Registrations
Citigroup Global Markets INC.Broker
July 2006 - June 2009 · 2 yrs 11 mos
Cco Investment Services CORP.Broker
April 2005 - September 2005 · 5 mos
Essex Securities LLCBroker
September 2003 - December 2003 · 3 mos
Citizens Investment Services CORP.Broker
August 2000 - April 2003 · 2 yrs 8 mos
Franklin Financial Services CorporationBroker
July 1999 - June 2000 · 11 mos
Fidelity Brokerage Services, INC.Broker
October 1998 - June 1999 · 8 mos
State Registrations38 states
ALAZCACOCTDCDEFLGAHIIAILLAMAMDMEMIMNMSMTNCNENHNJNVNYORPAPRRISCTNTXUTVAVTWAWI
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.
Christopher Levin - Financial Advisor | TrueAdvisor