AC
AC

Achim Christner

15 Years of Experience
San Francisco, CA
Broker

Achim Christner is a registered investment advisor at Morgan Stanley, based in San Francisco, CA, with 15 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

555 California Street, Pwm, San Francisco, CA, 94104

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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

Achim works as a tennis coach at Orinda Country Club since 2020, dedicating a few hours per week outside of business hours. This activity is not investment-related.

Employment History
Current Registrations
Morgan Stanley
August 2011 - Present · 14 yrs 9 mos
Morgan StanleyBroker
August 2011 - Present · 14 yrs 9 mos
Previous Registrations
Sterne Agee Investment Advisors, INC.
February 2011 - May 2011 · 3 mos
Sterne, Agee & Leach, INC.Broker
February 2011 - May 2011 · 3 mos
Nollenberger Capital Partners, INC.
October 2010 - February 2011 · 4 mos
Nollenberger Capital Partners INC.Broker
August 2010 - February 2011 · 6 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.