CB
CFP
CB
CFP
Christopher Berzon
20 Years of Experience
Fort Worth, TX
1 DisclosureBroker
Christopher Berzon is a CFP-designated registered investment advisor at Morgan Stanley, based in Fort Worth, TX, with 20 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
201 Main Street, Suite 1500, Fort Worth, TX, 76102
Get directionsHistory
Regulatory History (1)
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Customer Dispute
June 2012Denied
Other Business Activities
Christopher is an officer of Bercom LLC, a rental property business in Benbrook, Texas. He spends a few hours per week on business development and investment decisions related to this activity.
Employment History
Current Registrations
Morgan Stanley
June 2020 - Present · 5 yrs 11 mos
Morgan StanleyBroker
June 2020 - Present · 5 yrs 11 mos
Previous Registrations
Wells Fargo Clearing Services, LLC
January 2011 - June 2020 · 9 yrs 5 mos
Wells Fargo Clearing Services, LLCBroker
January 2011 - June 2020 · 9 yrs 5 mos
Wells Fargo Investments, LLC
May 2006 - January 2011 · 4 yrs 8 mos
Wells Fargo Investments, LLCBroker
January 2006 - January 2011 · 5 yrs
Chase Investment Services CORP.Broker
July 1999 - September 1999 · 2 mos
State Registrations11 states
ARCOFLKYMONCNMNYOKSCTX
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.