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Christopher Stone

5 Years of Experience
Purchase, NY
Broker

Christopher Stone is a registered investment advisor at Morgan Stanley, based in Purchase, NY, with 5 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

2000 Westchester Avenue, 1Nc, Purchase, NY, 10577

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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

Christopher is the managing member and owner of Grantstone LLC, a real estate investment property in Manhattan, NY, since 2016. He dedicates minimal time to this activity, using a real estate agent to manage tenants.

Employment History
Current Registrations
Morgan Stanley
October 2022 - Present · 3 yrs 7 mos
Morgan StanleyBroker
September 2022 - Present · 3 yrs 8 mos
Previous Registrations
David Lerner Associates, INC.Broker
September 1997 - August 1999 · 1 yr 11 mos
State Registrations42 states
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AdvisorBrokerBoth

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Exams
No exam information available for this advisor.