CD
CD

Christopher Doucette

20 Years of Experience
Boston, MA
1 DisclosureBroker

Christopher Doucette is a registered investment advisor at Morgan Stanley, based in Boston, MA, with 20 years of industry experience. Christopher is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, High Net Worth, Investment Management, Retirement Planning. Their firm serves 2,703,720 clients with $2000B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
23172 advisors
Number of Clients
2,703,720 clients
Average Client Portfolio
$726K average
Assets Under Management
$1961.9B

Fee Structure

Investment management only (planning not offered)

Morgan Stanley Smith Barney LLC charges a fee for its consulting services, which is generally payable quarterly in advance. The maximum fee for the services is $500,000, and fees are negotiable between the client and their private wealth advisor.

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Location

28 State Street 26th Floor, Boston, MA, 02109

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
December 2009
Denied
Other Business Activities

Christopher owns rental property in Ipswich, MA since February 2021, dedicating minimal time outside business hours. He also is involved in sales/marketing for PayPal and eBay since January 2022, dedicating minimal time outside business hours.

Employment History
Current Registrations
Morgan Stanley
March 2014 - Present · 12 yrs 7 mos
Morgan StanleyBroker
June 2009 - Present · 17 yrs 4 mos
Previous Registrations
Citigroup Global Markets INC.Broker
August 2006 - June 2009 · 2 yrs 10 mos
State Registrations39 states
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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.
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