Christi Edwards is a registered investment advisor at Morgan Stanley, based in Nashville, TN, with 45 years of industry experience. Christi is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, High Net Worth, Investment Management, Retirement Planning. Their firm serves 2,703,720 clients with $2000B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Morgan Stanley Smith Barney LLC charges a fee for its consulting services, which is generally payable quarterly in advance. The maximum fee for the services is $500,000, and fees are negotiable between the client and their private wealth advisor.
Location
3102 West End Avenue, Suite 200, Nashville, TN, 37203
Get directionsHistory
Regulatory History (1)
Regulatory
December 1992Other Business Activities
Christi serves as a trustee/co-trustee for a trust in Nashville, Tennessee since 2021. This activity is investment-related and requires minimal time.
Employment History
Current Registrations
Morgan Stanley
Morgan StanleyBroker
Previous Registrations
Morgan Stanley & CO. Incorporated
Morgan Stanley & CO. IncorporatedBroker
Morgan Stanley
Morgan Stanley Dw INC.Broker
J.C. Bradford & CO.Broker
State Registrations53 states
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
More Advisors
- Michael RothMorgan Stanley
- Hannah Sledd, CFPMorgan Stanley
- Marc WilsonMorgan Stanley
- William Konves, CFPMorgan Stanley
- Jack ZagerMorgan Stanley
- Lee GillockMorgan Stanley