Christopher Simcho is a registered investment advisor at Morgan Stanley, based in Greenville, SC, with 14 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
Loading...
Location
201 East McBee Avenue 1st Floor, Greenville, SC, 29601
Get directionsHistory
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
October 2024 - Present · 1 yr 9 mos
Morgan StanleyBroker
October 2024 - Present · 1 yr 9 mos
Previous Registrations
TD Ameritrade, INC.Broker
May 2022 - May 2024 · 2 yrs
TD Ameritrade, INC.
May 2022 - October 2022 · 5 mos
Charles Schwab & CO., INC.
January 2019 - October 2024 · 5 yrs 9 mos
Charles Schwab & CO., INC.Broker
January 2019 - October 2024 · 5 yrs 9 mos
J.P. Morgan Securities LLC
November 2017 - January 2019 · 1 yr 2 mos
J.P. Morgan Securities LLCBroker
November 2017 - January 2019 · 1 yr 2 mos
Nylife Securities LLCBroker
September 2017 - November 2017 · 2 mos
Kestra Advisory Services, LLC
May 2016 - August 2017 · 1 yr 3 mos
Kestra Investment Services, LLCBroker
May 2016 - August 2017 · 1 yr 3 mos
Strategic Advisers, INC.
June 2012 - May 2016 · 3 yrs 11 mos
Fidelity Brokerage Services LLCBroker
August 2011 - May 2016 · 4 yrs 9 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.