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Chris Nagle

18 Years of Experience
West Palm Beach, FL
Broker

Chris Nagle is a registered investment advisor at Morgan Stanley, based in West Palm Beach, FL, with 18 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

777 South Flagler Drive, Suite 700E, West Palm Beach, FL, 33401

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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

Chris serves as a trustee or co-trustee for multiple trusts since 2009 and 2020. These activities are investment-related and require minimal time outside of business hours.

Employment History
Current Registrations
Morgan Stanley
June 2009 - Present · 16 yrs 11 mos
Morgan StanleyBroker
June 2009 - Present · 16 yrs 11 mos
Previous Registrations
Morgan Stanley & CO. Incorporated
March 2008 - June 2009 · 1 yr 3 mos
Morgan Stanley & CO. IncorporatedBroker
January 2008 - June 2009 · 1 yr 5 mos
State Registrations28 states
ALCACOCTDEFLGAILKYMDMEMIMNNCNJNMNVNYOHORPARISCTNTXVAVTWA
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.