CW
CW

Chase Wanamaker

10 Years of Experience
Vancouver, WA
Broker

Chase Wanamaker is a registered investment advisor at Morgan Stanley, based in Vancouver, WA, with 10 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

1701 Southeast Columbia River Drive, Suite 120, Vancouver, WA, 98661

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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

Chase owns rental real estate property in Portland, Oregon, since 2019. He spends a few hours per week on this activity outside of business hours.

Employment History
Current Registrations
Morgan Stanley
July 2017 - Present · 8 yrs 10 mos
Morgan StanleyBroker
July 2017 - Present · 8 yrs 10 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
August 2015 - May 2017 · 1 yr 9 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
March 2015 - May 2017 · 2 yrs 2 mos
State Registrations27 states
AKAZCACOCTFLGAHIIAIDILINLAMDMIMNMTNJNVNYOHORPATXVAWAWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.