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Christie Campanella

11 Years of Experience
Shrewsbury, NJ
Broker

Christie Campanella is a registered investment advisor at Morgan Stanley, based in Shrewsbury, NJ, 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

1030 Broad Street 3rd Floor, Shrewsbury, NJ, 07702

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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

Christie provides animal care services through Rover, primarily dog sitting, since 2016. She also works as a mystery shopper for Market Force since April 2023, dedicating minimal time outside of business hours.

Employment History
Current Registrations
Morgan Stanley
September 2017 - Present · 8 yrs 8 mos
Morgan StanleyBroker
September 2017 - Present · 8 yrs 8 mos
Previous Registrations
Cetera Advisors LLC
February 2015 - July 2017 · 2 yrs 5 mos
Cetera Advisors LLCBroker
February 2015 - July 2017 · 2 yrs 5 mos
Capital Guardian Wealth Management, LLC
September 2014 - March 2015 · 6 mos
Capital Guardian, LLCBroker
June 2014 - March 2015 · 9 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
Christie Campanella - Financial Advisor | TrueAdvisor