CG
CG

Christopher Guido

20 Years of Experience
Sarasota, FL
Broker

Christopher Guido is a registered investment advisor at Morgan Stanley, based in Sarasota, FL, 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
Loading...

Location

2 North Tamiami Trail, Suite 1100, Sarasota, FL, 34236

Get directions

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.

Learn about disclosures →
Other Business Activities

Christopher is a partner in LWM REIT LLC, a real estate venture, since September 2020. He spends minimal time on investment decisions and advice related to this activity.

Employment History
Current Registrations
Morgan StanleyBroker
October 2019 - Present · 6 yrs 7 mos
Morgan Stanley
October 2019 - Present · 6 yrs 7 mos
Previous Registrations
J.P. Morgan Securities LLCBroker
August 2014 - October 2019 · 5 yrs 2 mos
J.P. Morgan Securities LLC
August 2014 - October 2019 · 5 yrs 2 mos
Strategic Advisers, INC.
January 2007 - August 2014 · 7 yrs 7 mos
Fidelity Brokerage Services LLCBroker
March 2006 - August 2014 · 8 yrs 5 mos
Oppenheimer & CO. INC.Broker
January 2006 - January 2006 · 0 mos
State Registrations32 states
AZCACOCTDEFLGAHIILINKYMAMDMEMIMNMONCNHNJNYOHPARISCSDTNTXUTVAVTWI
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.