Chloe Wood is a registered investment advisor at Morgan Stanley, based in Denver, CO, 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
1550 Market Street, Suite 600, Denver, CO, 80202
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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 StanleyBroker
August 2012 - Present · 13 yrs 9 mos
Morgan Stanley
August 2012 - Present · 13 yrs 9 mos
Previous Registrations
LPL Financial LLC
December 2011 - June 2012 · 6 mos
LPL Financial LLCBroker
October 2011 - June 2012 · 8 mos
Northwestern Mutual Investment Services, LLCBroker
June 2010 - February 2011 · 8 mos
LPL Financial CorporationBroker
September 2009 - April 2010 · 7 mos
State Registrations34 states
ALAZCACOCTDCDEFLGAHIILMAMDMIMNMTNCNDNENHNJNVNYORPASCTNTXUTVAVirgin IslandsWAWIWY
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.