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Christine Koenig

11 Years of Experience
Boston, MA
Broker

Christine Koenig is a registered investment advisor at Morgan Stanley, based in Boston, MA, with 11 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

28 State Street 26th Floor, Boston, MA, 02109

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History

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.

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Other Business Activities

Christine serves as a trustee/co-trustee for a trust in Plymouth, Massachusetts, spending minimal time outside business hours. Christine also owns a condominium unit in Boston, Massachusetts, acting as a landlord and spending minimal time outside business hours.

Employment History
Current Registrations
Morgan Stanley
August 2015 - Present · 10 yrs 11 mos
Morgan StanleyBroker
January 2015 - Present · 11 yrs 6 mos
State Registrations39 states
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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.
Christine Koenig - Financial Advisor | TrueAdvisor