CC
CFP
CC
CFP
Christopher Curley
33 Years of Experience
Middleton, MA
1 DisclosureBroker
Christopher Curley is a CFP-designated registered investment advisor at Morgan Stanley, based in Middleton, MA, with 33 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
35 Village Road, Suite 601, Middleton, MA, 01949
Get directionsHistory
Regulatory History (1)
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Customer Dispute
December 2008Settled
Employment History
Current Registrations
Morgan Stanley
February 2021 - Present · 5 yrs 3 mos
Morgan StanleyBroker
February 2021 - Present · 5 yrs 3 mos
Previous Registrations
UBS Financial Services INC.Broker
August 2008 - March 2021 · 12 yrs 7 mos
Strategic Advisers, INC.
April 1997 - September 2008 · 11 yrs 5 mos
Fidelity Brokerage Services LLCBroker
June 1996 - September 2008 · 12 yrs 3 mos
American Express Financial Advisors INC.Broker
December 1992 - May 1996 · 3 yrs 5 mos
Ids Life Insurance CompanyBroker
December 1992 - May 1996 · 3 yrs 5 mos
State Registrations21 states
CACOCTDCDEFLHIILMAMDMENHNJNYORPARISCTXVAWA
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.