CA
CA

Chase Altneu

17 Years of Experience
New York, NY
Broker

Chase Altneu is a registered investment advisor at Morgan Stanley, based in New York, NY, with 17 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

Chase is a homeowner and "lister" for film shoots at their home through Giggster, dedicating minimal time outside business hours. Chase is also a board member on the finance committee for Marydell Faith and Life Center, a religious organization, spending a few hours per week outside business hours on administrative, accounting/bookkeeping, and business development/growth tasks.

Employment History
Current Registrations
Morgan Stanley
July 2016 - Present · 9 yrs 10 mos
Morgan StanleyBroker
May 2016 - Present · 10 yrs
Previous Registrations
UBS Financial Services INC.Broker
September 2012 - June 2016 · 3 yrs 9 mos
Morgan Stanley
February 2010 - October 2012 · 2 yrs 8 mos
Morgan StanleyBroker
June 2009 - October 2012 · 3 yrs 4 mos
Citigroup Global Markets INC.Broker
December 2008 - June 2009 · 6 mos
State Registrations35 states
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Exams
No exam information available for this advisor.