CA
CA

Christopher Allen

20 Years of Experience
South Jordan, UT
Broker

Christopher Allen is a registered investment advisor at Morgan Stanley, based in South Jordan, UT, 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
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Location

680 West 10000 South, South Jordan, UT, 84095

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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

Christopher is a part owner of Luxury Motors Direct, an auto dealership, since 2006, dedicating a few hours per week. He also owns rental property and is a partner in Cornballer Holdings, LLC, spending minimal time on each.

Employment History
Current Registrations
Morgan Stanley
November 2010 - Present · 15 yrs 6 mos
Morgan StanleyBroker
October 2010 - Present · 15 yrs 7 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
February 2010 - October 2010 · 8 mos
Wells Fargo Investments, LLC
April 2006 - January 2010 · 3 yrs 9 mos
Wells Fargo Investments, LLCBroker
January 2006 - January 2010 · 4 yrs
State Registrations1 state
UT
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.