CW
CW

Christopher Wilson

26 Years of Experience
Easton, PA
Broker

Christopher Wilson is a registered investment advisor at Morgan Stanley, based in Easton, PA, 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

101 Larry Holmes Drive, Suite 301, Easton, PA, 18042

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History

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.

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Employment History
Current Registrations
Morgan Stanley
December 2009 - Present · 16 yrs 5 mos
Morgan StanleyBroker
December 2009 - Present · 16 yrs 5 mos
Previous Registrations
PNC Investments
January 2004 - December 2009 · 5 yrs 11 mos
PNC InvestmentsBroker
January 2004 - December 2009 · 5 yrs 11 mos
Hilliard Lyons Asset Management
June 2003 - January 2004 · 7 mos
J.J.B. Hilliard, W.L. Lyons, INC.Broker
June 2002 - January 2004 · 1 yr 7 mos
PNC Brokerage CORPBroker
April 2000 - June 2002 · 2 yrs 2 mos
Signator Investors, INC.Broker
September 1999 - April 2000 · 7 mos
State Registrations36 states
AZCACOCTDEFLGAIAINKSKYLAMAMDMEMIMNMOMSMTNCNHNJNMNYOHORPASCTNTXVAVTWAWIWV
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
Christopher Wilson - Financial Advisor | TrueAdvisor