Christy Flores is a registered investment advisor at Morgan Stanley, based in Palm Beach Gardens, FL, with 25 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
3801 PGA Boulevard, Suite 700, Palm Beach Gardens, FL, 33410
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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
March 2024 - Present · 2 yrs 6 mos
Morgan StanleyBroker
March 2024 - Present · 2 yrs 6 mos
Previous Registrations
Wells Fargo Advisors
August 2010 - April 2024 · 13 yrs 8 mos
Wells Fargo Clearing Services, LLCBroker
August 2008 - April 2024 · 15 yrs 8 mos
Wells Fargo Advisors, LLC
August 2008 - August 2010 · 2 yrs
Citigroup Global Markets INC.Broker
October 2007 - August 2008 · 10 mos
Morgan Stanley & CO., Incorporated
April 2007 - October 2007 · 6 mos
Morgan Stanley & CO., IncorporatedBroker
April 2007 - October 2007 · 6 mos
Morgan Stanley
February 2007 - April 2007 · 2 mos
Morgan Stanley Dw INC.Broker
February 2007 - April 2007 · 2 mos
Citigroup Global Markets INC.Broker
February 2006 - February 2007 · 1 yr
Legg Mason Wood Walker, IncorporatedBroker
April 2000 - February 2006 · 5 yrs 10 mos
State Registrations43 states
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AdvisorBrokerBoth
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Exams
No exam information available for this advisor.