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CFP

Christopher Harris

Morgan Stanley
25 Years of Experience
Phoenix, AZ
Broker
View SEC Summary
View SEC Summary

Christopher Harris is a CFP-designated registered investment advisor at Morgan Stanley, based in Phoenix, AZ, with 25 years of industry experience. Christopher is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, High Net Worth, Investment Management, Retirement Planning. Their firm serves 2,703,720 clients with $2000B in assets under management.

Morgan Stanley
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
23172 advisors
Number of Clients
2,703,720 clients
Average Client Portfolio
$726K average
Assets Under Management
$1961.9B

Fee Structure

Investment management only (planning not offered)

Morgan Stanley Smith Barney LLC charges a fee for its consulting services, which is generally payable quarterly in advance. The maximum fee for the services is $500,000, and fees are negotiable between the client and their private wealth advisor.

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Location

2398 E Camelback RD, Phoenix, AZ, 85016

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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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Other Business Activities

Christopher is the owner of Angel Seed Equity Holdings LLC, a real estate rental property business, since August 2023. He dedicates minimal time to this activity after business hours.

Employment History
Current Registrations
Morgan StanleyBroker
August 2023 - Present · 3 yrs 2 mos
Morgan Stanley
August 2023 - Present · 3 yrs 2 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
November 2008 - August 2023 · 14 yrs 9 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
November 2008 - August 2023 · 14 yrs 9 mos
Ameriprise Financial Services, INC.
June 2008 - November 2008 · 5 mos
Ameriprise Financial Services, INC.Broker
September 2001 - November 2008 · 7 yrs 2 mos
Ids Life Insurance CompanyBroker
September 2001 - July 2006 · 4 yrs 10 mos
State Registrations35 states
AKAZCACOCTFLIDILINKSMAMDMIMNMOMSMTNCNDNENJNMNVNYOHOKORPASCTNTXUTVAVTWA
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.
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