CG
CG

Christine Gallo

13 Years of Experience
Newtown Square, PA
Broker

Christine Gallo is a registered investment advisor at Morgan Stanley, based in Newtown Square, PA, with 13 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

3803 West Chester Pike, Suite 200, Newtown Square, PA, 19073

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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

Christine works as a courier for Amazon Flex and DoorDash, dedicating a few hours per week to each. Christine also owns CEG Designs, spending about 10-20% of her time on administrative, accounting, business development, and sales/marketing tasks.

Employment History
Current Registrations
Morgan Stanley
September 2022 - Present · 3 yrs 8 mos
Morgan StanleyBroker
September 2022 - Present · 3 yrs 8 mos
Previous Registrations
Advice and Planning Services
November 2021 - August 2022 · 9 mos
Tiaa-Cref Individual & Institutional Services, LLCBroker
September 2021 - August 2022 · 11 mos
J.P. Morgan Securities LLCBroker
January 2019 - September 2021 · 2 yrs 8 mos
Capital One Investing, LLCBroker
June 2017 - January 2019 · 1 yr 7 mos
Haverford Trust Securities, INC.Broker
October 2016 - June 2017 · 8 mos
Blackrock Investments, LLCBroker
September 2016 - October 2016 · 1 mo
Vanguard Marketing CorporationBroker
February 2011 - November 2014 · 3 yrs 9 mos
State Registrations46 states
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Exams
No exam information available for this advisor.