Christine Cote is a registered investment advisor at Morgan Stanley, based in Kirkland, WA, with 47 years of industry experience. Christine 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
4000 Carillon Point, Suite 600, Kirkland, WA, 98033
Get directionsHistory
Regulatory History (3)
Customer Dispute
April 2012Customer Dispute
September 2011Customer Dispute
January 2010Other Business Activities
Christine is a board member for the UC Davis Foundation, a charitable organization, since November 2022. She dedicates minimal time outside of business hours to business development and growth for the foundation.
Employment History
Current Registrations
Morgan Stanley
Morgan StanleyBroker
Morgan Stanley
Previous Registrations
UBS Financial Services INC.
UBS Financial Services INC.Broker
Kidder, Peabody & CO. IncorporatedBroker
Oppenheimer & CO., INC.Broker
Dain, Bosworth IncorporatedBroker
Foster & Marshall INC.Broker
E. F. Hutton & Company INCBroker
State Registrations48 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
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