CR
CR
Christopher Roth
24 Years of Experience
Menlo Park, CA
1 DisclosureBroker
Christopher Roth is a registered investment advisor at Morgan Stanley, based in Menlo Park, CA, with 24 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
2725 Sand Hill Road, Pwm, Menlo Park, CA, 94025
Get directionsHistory
Regulatory History (1)
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Customer Dispute
January 2010Withdrawn
Employment History
Current Registrations
Morgan Stanley
August 2017 - Present · 8 yrs 9 mos
Morgan StanleyBroker
August 2017 - Present · 8 yrs 9 mos
Previous Registrations
UBS Financial Services INC.
August 2001 - September 2017 · 16 yrs 1 mo
UBS Financial Services INC.Broker
June 2001 - September 2017 · 16 yrs 3 mos
State Registrations15 states
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AdvisorBrokerBoth
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Exams
No exam information available for this advisor.