Christian Montero is a registered investment advisor at Morgan Stanley, based in Indiana Land, SC, 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
Indiana Land, SC
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Regulatory History
Clean regulatory record
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 →Employment History
Current Registrations
Morgan Stanley
September 2023 - Present · 2 yrs 8 mos
Morgan StanleyBroker
September 2023 - Present · 2 yrs 8 mos
Morgan Stanley
September 2023 - Present · 2 yrs 8 mos
Previous Registrations
E*trade Securities LLCBroker
April 2022 - September 2023 · 1 yr 5 mos
E*trade Capital Management, LLC
April 2022 - September 2023 · 1 yr 5 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
October 2019 - April 2022 · 2 yrs 6 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
October 2019 - April 2022 · 2 yrs 6 mos
TD Ameritrade, INC.
April 2016 - October 2019 · 3 yrs 6 mos
TD Ameritrade Investment Management, LLC
April 2016 - October 2019 · 3 yrs 6 mos
TD Ameritrade, INC.Broker
April 2016 - October 2019 · 3 yrs 6 mos
UBS Financial Services INC.
May 2014 - March 2016 · 1 yr 10 mos
UBS Financial Services INC.Broker
May 2014 - March 2016 · 1 yr 10 mos
PNC Investments
January 2013 - May 2014 · 1 yr 4 mos
PNC InvestmentsBroker
July 2009 - May 2014 · 4 yrs 10 mos
Banc of America Investment Services, INC.Broker
June 2008 - April 2009 · 10 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.