Christian
Nagle

Morgan Stanley

CRD#3207663
Investment Advisor
in Carlsbad, CA
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About this Advisor

Christian Nagle is a financial advisor located in Carlsbad, California. Currently an advisor at Morgan Stanley, they have gathered 13 years of professional experience as a financial advisor. Nagle holds a Series 66 license, designating the advisor as both a securities agent and an investment advisor representative. Nagle can advise customers in California. The advisor has gained experience at Citigroup Global Markets Inc, Morgan Stanley Smith Barney and Morgan Stanley Private Bank, National Association. Morgan Stanley is based out of Carlsbad, California, and operates out of 702 additional offices in the nation. In total, Morgan Stanley manages $735 billion in assets throughout 1,724,668 accounts and employs more than 26,000 people. The amount of assets the firm manages makes it one of the biggest investment advisory firms in the country. The firm manages 1,070,823 accounts on a discretionary basis, in which the advisor has the authority to make all investment decisions. None of the advisory firm's 1,724,668 clients are regarded as high-net-worth individuals, who are defined as investors who have greater than $1 million in investable assets. Morgan Stanley can offer financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars and other services. The firm may charge clients asset-based, fixed, commission-based and other fees.

Certifications and Registrations

Series 66

Years of Experience

13 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for investment companies, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Fixed Fees, Commissions, Others

Disclosures

No

Office Location

5796 Armada Drive Suite 200
Carlsbad, CA 92008

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Morgan Stanley Brokerage Details

Total Assets Under Management

$729,249,310,930

CA Average: $7,464,549,021
Total Number of Employees

26,000

CA Average: 88
Total Number of Accounts

1,815,592

CA Average: 3,892
Average Account Size

$401,659

CA Average: $1,917,921

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops
  • Other

Christian Nagle Work History

Christian has 13 years of experience.

2015 - Present (4 years)

Morgan Stanley Private Bank, National Association

2009 - Present (10 years)

Morgan Stanley Smith Barney

2005 - Present (14 years)

Citigroup Global Markets Inc

Disclosures

Christian Nagle has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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