Christina Mondragon is a registered investment advisor at Morgan Stanley, based in Houston, TX, with 20 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
2800 Post Oak Boulevard, 18th Floor, Houston, TX, 77056
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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.
Learn about disclosures →Employment History
Current Registrations
Morgan Stanley
May 2022 - Present · 4 yrs
Morgan StanleyBroker
May 2022 - Present · 4 yrs
Previous Registrations
J.P. Morgan Securities LLCBroker
January 2015 - May 2022 · 7 yrs 4 mos
J.P. Morgan Securities LLC
January 2015 - May 2022 · 7 yrs 4 mos
Wells Fargo Advisors, LLCBroker
March 2014 - December 2014 · 9 mos
Wells Fargo Advisors, LLC
March 2014 - December 2014 · 9 mos
J.P. Morgan Securities LLCBroker
March 2013 - March 2014 · 1 yr
J.P. Morgan Securities LLC
March 2013 - March 2014 · 1 yr
Park Avenue Securities LLCBroker
December 2012 - March 2013 · 3 mos
Park Avenue Securities LLC
December 2012 - March 2013 · 3 mos
Wells Fargo Investments, LLC
February 2004 - January 2011 · 6 yrs 11 mos
Wells Fargo Investments, LLCBroker
December 2003 - January 2011 · 7 yrs 1 mo
Morgan Stanley Dw INC.Broker
March 2003 - November 2003 · 8 mos
State Registrations17 states
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AdvisorBrokerBoth
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Exams
No exam information available for this advisor.