CP
CFP
CP
CFP
Christopher Pashley is a CFP-designated registered investment advisor at Morgan Stanley, based in Winter Park, FL, 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
250 Park Avenue South, Suite 500, Winter Park, FL, 32789
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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 StanleyBroker
November 2021 - Present · 4 yrs 6 mos
Morgan Stanley
November 2021 - Present · 4 yrs 6 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
March 2011 - November 2021 · 10 yrs 8 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
March 2011 - November 2021 · 10 yrs 8 mos
Morgan Stanley Smith BarneyBroker
June 2009 - March 2011 · 1 yr 9 mos
Morgan Stanley Smith Barney LLC
June 2009 - March 2011 · 1 yr 9 mos
Morgan Stanley & CO. IncorporatedBroker
April 2007 - June 2009 · 2 yrs 2 mos
Morgan Stanley & CO. Incorporated
April 2007 - June 2009 · 2 yrs 2 mos
Morgan Stanley
April 2002 - April 2007 · 5 yrs
Morgan Stanley Dw INC.Broker
April 2002 - April 2007 · 5 yrs
Colonial Brokerage, INC.Broker
February 2002 - June 2003 · 1 yr 4 mos
The Huntington Investment CompanyBroker
March 1999 - February 2002 · 2 yrs 11 mos
Nationsbanc Investments, INC.Broker
April 1998 - March 1999 · 11 mos
Barnett Investments, INC.Broker
November 1996 - April 1998 · 1 yr 5 mos
Metlife Securities INC.Broker
October 1995 - November 1996 · 1 yr 1 mo
Metropolitan Life Insurance CompanyBroker
October 1995 - November 1996 · 1 yr 1 mo
Olde Discount CorporationBroker
November 1994 - January 1995 · 2 mos
State Registrations20 states
ARAZCACOCTDCFLGAIDILKYMAMDNCNJNYTNTXVAWA
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.