CW
CW

Christian Whiteley

1 Year of Experience
Fort Myers, FL
Broker

Christian Whiteley is a registered investment advisor at Morgan Stanley, based in Fort Myers, FL, with 1 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

7811 University Pointe Drive, Suite 100, Fort Myers, FL, 33907

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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 owns Whiteley Properties LLC (rental property), Whiteley Travels LLC (travel content creation), and Rental Relief Co. (rental property, real estate). These activities require minimal time outside of business hours.

Employment History
Current Registrations
Morgan Stanley
November 2024 - Present · 1 yr 6 mos
Morgan StanleyBroker
November 2024 - Present · 1 yr 6 mos
Previous Registrations
UBS Financial Services INC.
August 2024 - October 2024 · 2 mos
UBS Financial Services INC.Broker
May 2024 - October 2024 · 5 mos
State Registrations41 states
ALARAZCACOCTDEFLGAIAILINKSKYMAMDMEMIMNMOMSNCNHNJNMNVNYOHOKORPARISCSDTNTXUTVAWAWIWV
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 Whiteley - Financial Advisor | TrueAdvisor