Christopher
Felton

Morgan Stanley

CRD#5912261
Investment Advisor
in Pasadena, CA

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About this Advisor

Christopher Felton is a financial advisor who is based out of Pasadena, California. Currently a registered advisor with Morgan Stanley, Felton has nine years of professional experience as a financial advisor. Felton holds a Series 66 license, designating the advisor as both a securities agent and an investment advisor representative. Felton is able to operate based out of California. Throughout their career, they have worked at Morgan Stanley Smith Barney, Busan Office Of Education and Morgan Stanley Private Bank, National Association. Morgan Stanley is headquartered in Pasadena, California, and has 702 additional locations in the United States. In total, Morgan Stanley manages $729 billion in assets across 1,815,592 client accounts and employs more than 26,000 people. The amount of assets the firm manages makes it one of the biggest firms in the nation. The firm manages 1,188,715 accounts on a discretionary basis, meaning the advisor makes investment decisions at their discretion. None of the advisor firm's 1,815,592 clients are considered high-net-worth individuals, who are defined as investors who have more than $1 million in investable assets. Morgan Stanley offers 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

10 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

55 South Lake Avenue Suite 700
Pasadena, CA 91101

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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

Christopher Felton Work History

Christopher has 10 years of experience.

2015 - Present (5 years)

Morgan Stanley Private Bank, National Association

2011 - Present (9 years)

Morgan Stanley Smith Barney

2010 - 2011 (1 year)

Busan Office Of Education

Disclosures

Christopher Felton has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Morgan Stanley

Christopher Felton
Pasadena, CA
Evan Silverman
Mount Laurel, NJ
Anna Thackston
Mc Lean, VA
Astrid Nino
Miami, FL
Macy Bowen
Atlanta, GA
Tiany Eversley
Miami, FL
Diki Sherpa
South Jordan, UT

This content was compiled from the SEC and FINRA.

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