CP
CP

Christopher Perry

36 Years of Experience
West Hartford, CT
Broker

Christopher Perry is a registered investment advisor at Morgan Stanley, based in West Hartford, CT, with 36 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

433 South Main Street, West Hartford, CT, 06110

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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

Christopher is a partner in Perkin Holdings LLC since 2019, receiving small checks from land mineral interests. This property management activity requires minimal time outside of business hours.

Employment History
Current Registrations
Morgan Stanley
June 2009 - Present · 16 yrs 11 mos
Morgan StanleyBroker
June 2009 - Present · 16 yrs 11 mos
Previous Registrations
Citigroup Global Markets INC.
October 2006 - June 2009 · 2 yrs 8 mos
Citigroup Global Markets INC.Broker
September 2006 - June 2009 · 2 yrs 9 mos
Morgan Stanley
August 1991 - September 2006 · 15 yrs 1 mo
Morgan Stanley Dw INC.Broker
October 1989 - September 2006 · 16 yrs 11 mos
State Registrations36 states
AZCACOCTDCDEFLGAIAIDILINKSLAMAMDMEMIMNMTNCNHNJNMNYOHPARISCTNTXUTVAVTWAWI
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Exams
No exam information available for this advisor.