CR
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Christopher Rea
21 Years of Experience
San Francisco, CA
1 DisclosureBroker
Christopher Rea is a registered investment advisor at Morgan Stanley, based in San Francisco, CA, with 21 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
101 California Street 23rd Floor, San Francisco, CA, 94111
Get directionsHistory
Regulatory History (1)
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Customer Dispute
June 2009Settled
Other Business Activities
Christopher is a board member at Kensington Nursery School, a non-investment related activity. He spends minimal time fundraising after business hours.
Employment History
Current Registrations
Morgan Stanley
June 2009 - Present · 17 yrs 1 mo
Morgan StanleyBroker
June 2009 - Present · 17 yrs 1 mo
Morgan Stanley
June 2009 - Present · 17 yrs 1 mo
Previous Registrations
Morgan Stanley & CO. IncorporatedBroker
December 2008 - June 2009 · 6 mos
Morgan Stanley & CO. Incorporated
December 2008 - June 2009 · 6 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
November 2008 - January 2009 · 2 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
November 2008 - January 2009 · 2 mos
UBS Financial Services INC.
March 2006 - July 2008 · 2 yrs 4 mos
UBS Financial Services INC.Broker
March 2006 - July 2008 · 2 yrs 4 mos
AXA Advisors, LLC
July 2005 - February 2006 · 7 mos
Advest, INC.Broker
June 2005 - January 2006 · 7 mos
AXA Advisors, LLCBroker
February 2004 - February 2006 · 2 yrs
State Registrations26 states
AZCACOCTDEFLGAHILAMAMINCNENHNJNMNVNYORPASCTNVAVTWAWY
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.