CL
CFP
CL
CFP

Christopher Lebano

12 Years of Experience
Lutherville, MD
Broker

Christopher Lebano is a CFP-designated registered investment advisor at Morgan Stanley, based in Lutherville, MD, with 12 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

2330 West Joppa Road, Suite 255, Lutherville, MD, 21093

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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

Christopher owns two rental properties in Baltimore, Maryland, since 2018 and 2020. He spends minimal time on these activities as a passive landlord.

Employment History
Current Registrations
Morgan Stanley
July 2023 - Present · 3 yrs 2 mos
Morgan StanleyBroker
July 2023 - Present · 3 yrs 2 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
January 2016 - July 2023 · 7 yrs 6 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
October 2015 - July 2023 · 7 yrs 9 mos
M&t Securities, INC.Broker
March 2014 - September 2015 · 1 yr 6 mos
State Registrations44 states
AKALAZCACOCTDCDEFLGAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNENHNJNVNYOHOKORPARISCTNTXUTVAVTWAWIWV
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.
Christopher Lebano - Financial Advisor | TrueAdvisor