Christopher Lundgren is a registered investment advisor at Morgan Stanley, based in Chicago, IL, with 27 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
233 S Wacker Dr., Suite 8600, Chicago, IL, 60606
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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
January 2021 - Present · 5 yrs 4 mos
Morgan Stanley
January 2021 - Present · 5 yrs 4 mos
Previous Registrations
J.P. Morgan Securities LLCBroker
August 2009 - February 2021 · 11 yrs 6 mos
J.P. Morgan Securities LLC
August 2009 - February 2021 · 11 yrs 6 mos
Morgan Stanley Smith Barney LLC
June 2009 - August 2009 · 2 mos
Morgan Stanley Smith BarneyBroker
June 2009 - August 2009 · 2 mos
Morgan Stanley & CO. Incorporated
June 2008 - June 2009 · 1 yr
Morgan Stanley & CO. IncorporatedBroker
June 2008 - June 2009 · 1 yr
Bear, Stearns & CO. INC.Broker
March 2000 - June 2008 · 8 yrs 3 mos
Goldman, Sachs & CO.Broker
September 1998 - April 2000 · 1 yr 7 mos
State Registrations13 states
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AdvisorBrokerBoth
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Exams
No exam information available for this advisor.