CB
CB
Chana Bregman is a registered investment advisor at Morgan Stanley, based in Chesterfield, MO, with 6 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
14805 North Outer forty Road Suite 200, Chesterfield, MO, 63017
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Regulatory History (1)
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Financial
September 2020Final
Other Business Activities
Chana works as an employee at Esther Miller Bais Yaakov, an educational institution, since 2020. This activity is not investment-related and takes up a small portion of her time during business hours.
Employment History
Current Registrations
Morgan Stanley
February 2020 - Present · 6 yrs 3 mos
Morgan StanleyBroker
January 2020 - Present · 6 yrs 4 mos
State Registrations34 states
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AdvisorBrokerBoth
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Exams
No exam information available for this advisor.