Christopher Heller is a CFP-designated registered investment advisor at Morgan Stanley, based in Charleston, WV, with 18 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
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
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.
Location
500 Lee Street East Laidley Tower Suite 300, Charleston, WV, 25339
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Christopher is a board member for the WV Smart529 Board of Trustees since November 2021, dedicating minimal time. This role involves investment decisions and advice.
Employment History
Current Registrations
Morgan Stanley
Morgan StanleyBroker
Previous Registrations
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
State Registrations44 states
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
More Advisors
- Danny WilkinsonMorgan Stanley
- John DawsonMorgan Stanley
- Mark MitchellMorgan Stanley
- David SnyderMorgan Stanley
- Geoffrey KorwanMorgan Stanley
- Kelly CastleberryMorgan Stanley