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Christina Yuni is a registered investment advisor at Morgan Stanley, based in Palo Alto, CA, with 25 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
1400 Page Mill Road, Palo Alto, CA, 94304
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Regulatory History (1)
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Regulatory
March 2000Final
Other Business Activities
Christina is a partner at Reef Hunters LLC, a real estate and technology company, since 2018. She dedicates minimal time to administrative tasks after business hours.
Employment History
Current Registrations
Morgan Stanley
January 2022 - Present · 4 yrs 4 mos
Morgan StanleyBroker
January 2022 - Present · 4 yrs 4 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
May 2002 - January 2022 · 19 yrs 8 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
May 2002 - January 2022 · 19 yrs 8 mos
Morgan Stanley
April 2001 - May 2002 · 1 yr 1 mo
Morgan Stanley Dw INC.Broker
January 2001 - May 2002 · 1 yr 4 mos
State Registrations41 states
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AdvisorBrokerBoth
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Exams
No exam information available for this advisor.