Christopher Weber is a registered investment advisor at Morgan Stanley, based in Waukesha, WI, 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
20975 Swenson Drive, Suite 300, Waukesha, WI, 53186
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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.
Learn about disclosures →Employment History
Current Registrations
Morgan Stanley
June 2020 - Present · 6 yrs 1 mo
Morgan StanleyBroker
June 2020 - Present · 6 yrs 1 mo
Previous Registrations
H. Beck, INC.Broker
June 2015 - December 2018 · 3 yrs 6 mos
Annex Wealth Management, LLC
April 2015 - July 2020 · 5 yrs 3 mos
Pennant Management INC
March 2005 - March 2015 · 10 yrs
Citigroup Global Markets INC.Broker
August 1994 - July 2004 · 9 yrs 11 mos
State Registrations8 states
AZFLILMNNCNYTXWI
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.