CB
CB

Christopher Beal

23 Years of Experience
Newport News, VA
1 DisclosureBroker

Christopher Beal is a registered investment advisor at Morgan Stanley, based in Newport News, VA, with 23 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

701 Town Center Drive, Suite 902, Newport News, VA, 23606

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History

Regulatory History (1)
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Customer Dispute
April 2008
Denied
Other Business Activities

Christopher owns rental property in Monterey, Virginia since 2015. He also owns Island Charters in Poquoson, Virginia, a recreational business, and serves on the Board of Trustees for Hampton Roads Academy, spending minimal time on these activities outside of business hours.

Employment History
Current Registrations
Morgan Stanley
August 2017 - Present · 8 yrs 9 mos
Morgan StanleyBroker
August 2017 - Present · 8 yrs 9 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
January 2003 - August 2017 · 14 yrs 7 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
December 2002 - August 2017 · 14 yrs 8 mos
State Registrations40 states
AKALARAZCACOCTDCDEFLGAILINKYLAMAMDMIMOMSMTNCNHNJNVNYOHOKORPARISCTNTXUTVAVTWAWIWV
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.