CC
CC

Christine Columbia

13 Years of Experience
Melville, NY
Broker

Christine Columbia is a registered investment advisor at Morgan Stanley, based in Melville, NY, with 13 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

58 South Service Road, Suite 400, Melville, NY, 11747

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 →
Employment History
Current Registrations
Morgan Stanley
November 2016 - Present · 9 yrs 6 mos
Morgan StanleyBroker
September 2016 - Present · 9 yrs 8 mos
Previous Registrations
Foreside Fund Services, LLCBroker
March 2015 - July 2016 · 1 yr 4 mos
Morgan Stanley & CO., IncorporatedBroker
April 2007 - December 2007 · 8 mos
Morgan Stanley & CO., Incorporated
April 2007 - December 2007 · 8 mos
Morgan Stanley
October 2005 - April 2007 · 1 yr 6 mos
Morgan Stanley Dw INC.Broker
August 2005 - April 2007 · 1 yr 8 mos
State Registrations23 states
AZCACOCTDCDEFLGAMAMDNCNHNJNVNYOKPASCTNTXVAVTWA
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.
Christine Columbia - Financial Advisor | TrueAdvisor