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Christopher Schofield

34 Years of Experience
Colorado Springs, CO
3 DisclosuresBroker

Christopher Schofield is a registered investment advisor at Morgan Stanley, based in Colorado Springs, CO, with 34 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

121 South Tejon Street, Suite 700, Colorado Springs, CO, 80903

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History

Regulatory History (3)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
December 2022
Settled
Customer Dispute
December 2008
Denied
Customer Dispute
June 2004
Denied
Other Business Activities

Christopher is a board member on the finance committee for the Colorado Springs Pioneers Museum since January 2024. He spends minimal time on this activity outside of business hours.

Employment History
Current Registrations
Morgan StanleyBroker
June 2009 - Present · 16 yrs 11 mos
Morgan Stanley
June 2009 - Present · 16 yrs 11 mos
Previous Registrations
Citigroup Global Markets INC.Broker
July 2002 - June 2009 · 6 yrs 11 mos
Citigroup Global Markets INC.
July 2002 - June 2009 · 6 yrs 11 mos
A. G. Edwards & Sons, INC.
January 1999 - July 2002 · 3 yrs 6 mos
A. G. Edwards & Sons, INC.Broker
October 1991 - July 2002 · 10 yrs 9 mos
State Registrations44 states
AKALARAZCACOCTFLGAHIIAIDILINKSLAMAMDMEMIMNMOMSMTNCNENJNMNVNYOHOKORPARISCSDTNTXUTVAWAWIWY
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 Schofield - Financial Advisor | TrueAdvisor