CE
CE

Christina Erwin

8 Years of Experience
Purchase, NY
BrokerSells Insurance

Christina Erwin is a registered investment advisor at Morgan Stanley, based in Purchase, NY, with 8 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

2000 Westchester Avenue, Purchase, NY, 10577-2530

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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 ActivitiesSells Insurance

Christina is a 10% owner and Secretary of Erwin Logistics LLC, a cargo van business, spending a few hours per week on administrative tasks. She also refers bank customers to affiliated entities for investment products, insurance, annuities, and advisory services and owns Your Family CFO LLC, dedicating a few hours per week to customer service.

Employment History
Current Registrations
Morgan StanleyBroker
March 2022 - Present · 4 yrs 2 mos
Morgan Stanley
March 2022 - Present · 4 yrs 2 mos
Morgan Stanley
March 2022 - Present · 4 yrs 2 mos
Previous Registrations
First Horizon Advisors, INC
December 2020 - December 2021 · 1 yr
First Horizon Advisors, INC.Broker
September 2020 - December 2021 · 1 yr 3 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
October 2002 - October 2004 · 2 yrs
Merrill Lynch Pierce Fenner & Smith INC.
October 2002 - October 2004 · 2 yrs
Chase Investment Services CORP.
April 2002 - July 2002 · 3 mos
Chase Investment Services CORP.Broker
November 2001 - July 2002 · 8 mos
J.P. Morgan Securities of Texas, INC.Broker
July 2001 - July 2002 · 1 yr
J.P. Morgan Securities INC.Broker
December 2000 - June 2001 · 6 mos
State Registrations2 states
NCNY
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.