CV
CV

Christian Vargas

2 Years of Experience
Melbourne, FL
Broker

Christian Vargas is a registered investment advisor at Morgan Stanley, based in Melbourne, FL, with 2 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

8150 North Wickham Road, Melbourne, FL, 32940

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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

Christian is a partner and coach for the Florida Generals Baseball Club, a company commander in the United States Army Reserve, and a board member for HfH Supportive Housing. These activities take about 10-20% of his time and minimal time, respectively.

Employment History
Current Registrations
Morgan Stanley
April 2023 - Present · 3 yrs 3 mos
Morgan StanleyBroker
April 2023 - Present · 3 yrs 3 mos
State Registrations52 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
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.
Christian Vargas - Financial Advisor | TrueAdvisor