CW
CW
Christopher Wilcox is a registered investment advisor at Morgan Stanley, based in Dallas, TX, 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
2121 North Pearl Street, Suite 500, Dallas, TX, 75201
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Regulatory History (1)
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Customer Dispute
April 2008Settled
Employment History
Current Registrations
Morgan Stanley
June 2009 - Present · 17 yrs 3 mos
Morgan StanleyBroker
June 2009 - Present · 17 yrs 3 mos
Previous Registrations
Morgan Stanley & CO. Incorporated
February 2009 - June 2009 · 4 mos
Morgan Stanley & CO. IncorporatedBroker
February 2009 - June 2009 · 4 mos
UBS Financial Services INC.Broker
January 2003 - March 2009 · 6 yrs 2 mos
UBS Financial Services INC.
December 2002 - March 2009 · 6 yrs 3 mos
State Registrations17 states
AZCACOFLGAILLAMIMOMSNCNMNYOKSCTNTX
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.