CP
CP

Chandra Platt

10 Years of Experience
San Luis Obispo, CA
Broker

Chandra Platt is a registered investment advisor at Morgan Stanley, based in San Luis Obispo, CA, 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

1321 Osos Street, Suite 210, San Luis Obispo, CA, 93401

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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

Chandra's wife is an occasional designer for Platt + Matter, an art/culture business in San Luis Obispo, California. Chandra spends minimal time on this activity.

Employment History
Current Registrations
Morgan Stanley
July 2015 - Present · 10 yrs 10 mos
Morgan Stanley
June 2015 - Present · 10 yrs 11 mos
Morgan StanleyBroker
June 2015 - Present · 10 yrs 11 mos
State Registrations34 states
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AdvisorBrokerBoth

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Exams
No exam information available for this advisor.