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Christopher Canlas

21 Years of Experience
Seattle, WA
Broker

Christopher Canlas is a registered investment advisor at Morgan Stanley, based in Seattle, WA, with 21 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

601 Union Street, Suite 2900, Seattle, WA, 98101

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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 Secretary-Treasurer for The Homestead Valley Trust Fund Association, handling property management and accounting/bookkeeping tasks, dedicating minimal time outside business hours. He also serves on the Investment Committee and as a Board Member for the Greater Seattle Business Association Scholarship Committee, spending minimal time outside business hours on administrative tasks and investment decisions.

Employment History
Current Registrations
Morgan StanleyBroker
January 2016 - Present · 10 yrs 4 mos
Morgan Stanley
January 2016 - Present · 10 yrs 4 mos
Previous Registrations
UBS Financial Services INC.Broker
May 2008 - January 2016 · 7 yrs 8 mos
UBS Financial Services INC.
May 2008 - January 2016 · 7 yrs 8 mos
UBS Financial Services INC.Broker
August 2006 - October 2006 · 2 mos
UBS Financial Services INC.
August 2006 - October 2006 · 2 mos
Piper Jaffray & CO.
September 2002 - August 2006 · 3 yrs 11 mos
Piper Jaffray & CO.Broker
September 2002 - August 2006 · 3 yrs 11 mos
State Registrations36 states
AKALAZCACOCTDCDEFLGAHIIDILINKSMAMDMIMNMTNCNHNJNVNYOHOKORPARITNTXUTVAWAWI
AdvisorBrokerBoth

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