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Craig Champagnie

19 Years of Experience
New York, NY
Broker

Craig Champagnie is a registered investment advisor at Morgan Stanley, based in New York, NY, with 19 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

399 Park Avenue, 12th Floor, New York, NY, 10022

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Craig is the sole proprietor/owner of two real estate properties, 190 Etna Street LLC (since March 2022) and 4 Park Circle North LLC (since February 2023). He spends minimal time on the first property and a few hours per week on the second, managing them after business hours.

Employment History
Current Registrations
Morgan Stanley
May 2020 - Present · 6 yrs
Morgan StanleyBroker
June 2017 - Present · 8 yrs 11 mos
Previous Registrations
Morgan Stanley
August 2017 - April 2018 · 8 mos
J.P. Morgan Securities LLCBroker
October 2012 - May 2017 · 4 yrs 7 mos
Chase Investment Services CORP.Broker
July 2010 - October 2012 · 2 yrs 3 mos
Chase Investment Services CORP.Broker
October 2005 - June 2009 · 3 yrs 8 mos
State Registrations1 state
NY
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.