CL
CL

Christopher Lutz

36 Years of Experience
Morristown, NJ
Broker

Christopher Lutz is a registered investment advisor at Morgan Stanley, based in Morristown, NJ, 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
Loading...

Location

340 Mount Kemble Avenue, Morristown, NJ, 07960

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

Christopher is a board member of the Madison Recreation Advisory Committee in New Jersey. This role requires minimal time outside of business hours and is not investment-related.

Employment History
Current Registrations
Morgan Stanley
June 2009 - Present · 16 yrs 11 mos
Morgan StanleyBroker
June 2009 - Present · 16 yrs 11 mos
Previous Registrations
Morgan Stanley & CO. Incorporated
July 2008 - June 2009 · 11 mos
Morgan Stanley & CO. IncorporatedBroker
July 2008 - June 2009 · 11 mos
Citigroup Global Markets INC.Broker
May 1999 - July 2008 · 9 yrs 2 mos
Mcdonald Investments INC.Broker
April 1997 - May 1999 · 2 yrs 1 mo
Financial Northeastern Securities, INC.Broker
October 1989 - April 1997 · 7 yrs 6 mos
State Registrations38 states
ARAZCACOCTDCDEFLGAILKYLAMAMDMEMIMNMSMTNCNHNJNMNVNYOHOKORPARISCTNTXUTVAVTWAWV
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.