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Christopher Porter

Morgan Stanley
44 Years of Experience
Vero Beach, FL
1 DisclosureBroker
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Christopher Porter is a registered investment advisor at Morgan Stanley, based in Vero Beach, FL, with 44 years of industry experience. Christopher 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.

Morgan Stanley
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
23172 advisors
Number of Clients
2,703,720 clients
Average Client Portfolio
$726K average
Assets Under Management
$1961.9B

Fee Structure

Investment management only (planning not offered)

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.

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Location

3525 Ocean Drive, Vero Beach, FL, 32963

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
March 1997
Settled
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
Morgan StanleyBroker
June 2009 - Present · 17 yrs 4 mos
Morgan Stanley
June 2009 - Present · 17 yrs 4 mos
Previous Registrations
Morgan Stanley & CO. Incorporated
April 2007 - June 2009 · 2 yrs 2 mos
Morgan Stanley & CO. IncorporatedBroker
April 2007 - June 2009 · 2 yrs 2 mos
Morgan Stanley Dw INC.Broker
November 2006 - April 2007 · 5 mos
Morgan Stanley
November 2006 - April 2007 · 5 mos
UBS Financial Services INC.
June 2006 - December 2006 · 6 mos
UBS Financial Services INC.Broker
August 2002 - December 2006 · 4 yrs 4 mos
Salomon Smith Barney INC.Broker
October 1995 - August 2002 · 6 yrs 10 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
June 1988 - October 1995 · 7 yrs 4 mos
Kidder, Peabody & CO. IncorporatedBroker
September 1985 - June 1988 · 2 yrs 9 mos
Smith Barney, Harris Upham & CO., IncorporatedBroker
May 1983 - October 1985 · 2 yrs 5 mos
Prudential-Bache Securities INC.Broker
January 1982 - June 1983 · 1 yr 5 mos
State Registrations21 states
CACOCTDCFLGAILMAMDMEMNMTNCNHNJNYOHPATXVAWI
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.
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