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Chyanne Roman

2 Years of Experience
Winter Park, FL
Broker

Chyanne Roman is a registered investment advisor at Morgan Stanley, based in Winter Park, 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

250 Park Avenue South, Suite 500, Winter Park, FL, 32789

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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

Chyanne is the Manager and Founder of Mitia Lux LLC, a retail/online store that makes and sells candles. She spends about 10-20% of her time on this investment-related activity.

Employment History
Current Registrations
Morgan Stanley
February 2025 - Present · 1 yr 3 mos
Morgan StanleyBroker
December 2024 - Present · 1 yr 5 mos
Previous Registrations
Charles Schwab & CO., INC.Broker
April 2023 - December 2024 · 1 yr 8 mos
State Registrations36 states
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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.
Chyanne Roman - Financial Advisor | TrueAdvisor