CT
CT

Christian Templeman

20 Years of Experience
Greenwich, CT
Broker

Christian Templeman is a registered investment advisor at Morgan Stanley, based in Greenwich, CT, 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

One Fawcett Place, 3rd Floor, Greenwich, CT, 06830

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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

Christian is a 25% owner of MSPEN LLC, a clothing company, since 2018. He spends minimal time advising his son on this investment-related activity.

Employment History
Current Registrations
Morgan Stanley
June 2009 - Present · 17 yrs 3 mos
Morgan StanleyBroker
June 2009 - Present · 17 yrs 3 mos
Previous Registrations
Citigroup Global Markets INC.
February 2006 - June 2009 · 3 yrs 4 mos
Citigroup Global Markets INC.Broker
January 2006 - June 2009 · 3 yrs 5 mos
State Registrations23 states
AZCACOCTDCDEFLGAILMAMDMONCNJNYPARISCTNTXVAVTWA
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.