CG
CG

Christa Garrett

29 Years of Experience
Ridgeland, MS
1 DisclosureBroker

Christa Garrett is a registered investment advisor at Morgan Stanley, based in Ridgeland, MS, with 29 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

1018 Highland Colony Parkway, Suite 105, Ridgeland, MS, 39157

Get directions

History

Regulatory History (1)
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
March 2016
Settled
Other Business Activities

Christa is a co-owner of Blue Atlas Contracting & Design, a building and remodeling business. She dedicates a few hours per week to this activity outside of business hours.

Employment History
Current Registrations
Morgan StanleyBroker
June 2009 - Present · 17 yrs 1 mo
Morgan Stanley
June 2009 - Present · 17 yrs 1 mo
Morgan Stanley
June 2009 - Present · 17 yrs 1 mo
Previous Registrations
Morgan Stanley & CO. Incorporated
June 2007 - June 2009 · 2 yrs
Morgan Stanley & CO. IncorporatedBroker
June 2007 - June 2009 · 2 yrs
Stifel, Nicolaus & Company, Incorporated
September 2002 - May 2007 · 4 yrs 8 mos
Stifel, Nicolaus & Company, IncorporatedBroker
September 2000 - May 2007 · 6 yrs 8 mos
Sterne, Agee & Leach, INC.Broker
April 1999 - August 2000 · 1 yr 4 mos
Painewebber IncorporatedBroker
July 1998 - May 1999 · 10 mos
A. G. Edwards & Sons, INC.Broker
April 1996 - May 1998 · 2 yrs 1 mo
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
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.