Christopher Goad is a registered investment advisor at Morgan Stanley, based in Cincinnati, OH, with 26 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
7755 Montgomery Road, 2nd Floor, Cincinnati, OH, 45236
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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
April 2024 - Present · 2 yrs 3 mos
Morgan Stanley
April 2024 - Present · 2 yrs 3 mos
Previous Registrations
E*trade Capital Management, LLC
April 2023 - August 2023 · 4 mos
E*trade Securities LLCBroker
April 2023 - August 2023 · 4 mos
Morgan Stanley
July 2017 - August 2023 · 6 yrs 1 mo
Morgan StanleyBroker
July 2017 - August 2023 · 6 yrs 1 mo
Wells Fargo Clearing Services, LLC
July 2014 - June 2017 · 2 yrs 11 mos
Wells Fargo Clearing Services, LLCBroker
July 2014 - June 2017 · 2 yrs 11 mos
Charles Schwab & CO., INC.
January 2013 - June 2014 · 1 yr 5 mos
Charles Schwab & CO., INC.Broker
January 2013 - June 2014 · 1 yr 5 mos
Wells Fargo Advisors, LLC
March 2009 - December 2012 · 3 yrs 9 mos
Wells Fargo Advisors, LLCBroker
March 2009 - December 2012 · 3 yrs 9 mos
Strategic Advisers, INC.
December 2003 - February 2009 · 5 yrs 2 mos
Fidelity Brokerage Services LLCBroker
October 1998 - February 2009 · 10 yrs 4 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.