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Christina Schatz is a registered investment advisor at Morgan Stanley, based in New York, NY, with 30 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
55 East 52nd Street, 7th Floor, New York, NY, 10055
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Regulatory History (1)
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Customer Dispute
October 2019Denied
Other Business Activities
Christina is a board member and treasurer for Neo Philanthropy, a non-investment related activity. She spends minimal time on this activity outside of business hours.
Employment History
Current Registrations
Morgan Stanley
May 2020 - Present · 6 yrs
Morgan StanleyBroker
June 2009 - Present · 16 yrs 11 mos
Previous Registrations
Citigroup Global Markets INC.Broker
April 1995 - June 2009 · 14 yrs 2 mos
State Registrations41 states
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AdvisorBrokerBoth
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Exams
No exam information available for this advisor.