MC
MC

Manon Champagne

18 Years of Experience
Hartford, CT
Broker

Manon Champagne is a registered investment advisor at Morgan Stanley, based in Hartford, CT, with 18 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

225 Asylum Street, 14th Floor, Hartford, CT, 06103

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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.

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Other Business Activities

Manon is a notary public in Windsor, CT, performing duties occasionally. She is also a non-voting member of the Finance Committee for Interval House, a domestic violence shelter in Hartford, CT, dedicating minimal time outside of business hours.

Employment History
Current Registrations
Morgan Stanley
July 2012 - Present · 13 yrs 10 mos
Morgan StanleyBroker
June 2010 - Present · 15 yrs 11 mos
Previous Registrations
Morgan Stanley Smith Barney LLC
June 2010 - December 2011 · 1 yr 6 mos
UBS Financial Services INC.
December 2008 - June 2010 · 1 yr 6 mos
UBS Financial Services INC.Broker
July 2007 - June 2010 · 2 yrs 11 mos
State Registrations42 states
AKALARAZCACOCTDCDEFLGAHIIDILKSLAMAMDMEMIMOMTNCNENHNJNVNYOHOKORPARISCSDTNTXUTVAVTWAWI
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.
Manon Champagne - Financial Advisor | TrueAdvisor