CP
CP
Christopher Porter
44 Years of Experience
Vero Beach, FL
1 DisclosureBroker
Christopher Porter is a registered investment advisor at Morgan Stanley, based in Vero Beach, FL, with 44 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
3525 Ocean Drive, Vero Beach, FL, 32963
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Regulatory History (1)
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Customer Dispute
March 1997Settled
Employment History
Current Registrations
Morgan StanleyBroker
June 2009 - Present · 16 yrs 11 mos
Morgan Stanley
June 2009 - Present · 16 yrs 11 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.