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Cristina Carew

7 Years of Experience
Marlton, NJ
Broker

Cristina Carew is a registered investment advisor at Morgan Stanley, based in Marlton, NJ, with 7 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

303 Lippincott Drive, Suite 300, Marlton, NJ, 08053

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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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Employment History
Current Registrations
Morgan Stanley
April 2020 - Present · 6 yrs 1 mo
Morgan StanleyBroker
April 2020 - Present · 6 yrs 1 mo
Previous Registrations
Wells Fargo Clearing Services, LLC
June 2019 - March 2020 · 9 mos
Wells Fargo Clearing Services, LLCBroker
June 2019 - March 2020 · 9 mos
UBS Financial Services INC.
October 2017 - May 2018 · 7 mos
UBS Financial Services INC.Broker
August 2017 - May 2018 · 9 mos
State Registrations35 states
AZCACOCTDCDEFLGAHIIDILINKSMAMDMEMIMNMOMTNCNHNJNMNVNYOHPARISCTNTXVAWAWI
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.
Cristina Carew - Financial Advisor | TrueAdvisor