CW
CW

Crystal Wise

18 Years of Experience
Easton, MD
Broker

Crystal Wise is a registered investment advisor at Morgan Stanley, based in Easton, MD, 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

28601 Marlboro Avenue, Suite 201, Easton, MD, 21601

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Crystal is a board member of Bonnie Brook Homeowners Association, spending minimal time attending meetings and planning community events. She is also an officer of Wise Investments, LLC, a real estate company, dedicating a few hours per week to administrative and bookkeeping tasks.

Employment History
Current Registrations
Morgan Stanley
May 2022 - Present · 4 yrs 2 mos
Morgan StanleyBroker
May 2022 - Present · 4 yrs 2 mos
Previous Registrations
Wells Fargo Clearing Services, LLC
April 2008 - May 2022 · 14 yrs 1 mo
Wells Fargo Clearing Services, LLCBroker
February 2008 - May 2022 · 14 yrs 3 mos
State Registrations46 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKYLAMAMDMEMIMNMOMSNCNENHNJNMNVNYOHOKORPARISCTNTXUTVAVTWAWIWV
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.