Chris Wallace is a registered investment advisor at Morgan Stanley, based in Potomac, MD, with 31 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
12505 Park Potomac Avenue, Suite 200, Potomac, MD, 20854
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Regulatory History (1)
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Regulatory
July 2008Final
Employment History
Current Registrations
Morgan Stanley
December 2011 - Present · 14 yrs 5 mos
Morgan StanleyBroker
December 2011 - Present · 14 yrs 5 mos
Previous Registrations
Morgan Keegan & Company, INC.
June 2011 - December 2011 · 6 mos
Morgan Keegan & Company, INC.Broker
June 2011 - December 2011 · 6 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
October 2009 - June 2011 · 1 yr 8 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
October 2009 - June 2011 · 1 yr 8 mos
Banc of America Investment Services, INC.Broker
March 2003 - October 2009 · 6 yrs 7 mos
Banc of America Investment Services, INC.
March 2003 - October 2009 · 6 yrs 7 mos
Wachovia Securities, INC.Broker
September 2002 - March 2003 · 6 mos
Suntrust Securities, INC.Broker
May 2000 - August 2002 · 2 yrs 3 mos
Crestar Securities CorporationBroker
July 1999 - May 2000 · 10 mos
Citicorp Investment ServicesBroker
October 1997 - June 1999 · 1 yr 8 mos
Legg Mason Wood Walker, IncorporatedBroker
November 1996 - October 1997 · 11 mos
Painewebber IncorporatedBroker
April 1994 - November 1996 · 2 yrs 7 mos
State Registrations46 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMSMTNCNHNJNMNVNYOHOKORPAPRSCTNTXUTVAVTWAWIWV
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.