Christopher
Wynne

Morgan Stanley

CRD#2327497
Investment Advisor
in Atlanta, GA
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About this Advisor

Christopher Wynne is a certified financial planner and chartered financial consultant working in Atlanta, Georgia, who has been in the advisory business for 15 years. Wynne currently works for Morgan Stanley. During their career, the advisor has held roles at Ha & W Wealth Management, Securities America, Inc, Ha&W Risk Management, Triad Advisors, Inc, Fsc Securities, Purshe Kaplan Sterling, Morgan Stanley and Morgan Stanley Private Bank, National Association. Wynne has Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and can serve investors in Georgia. Morgan Stanley is an advisory company that has its headquarters in Atlanta, Georgia. It has offices in 702 locations and a total of 26,000 people on staff. It controls $735 billion in assets among its 1,724,668 customer accounts, placing it among the biggest firms in the United States by assets under management. The firm advises 283 charitable organizations. Morgan Stanley provides a broad assortment of services, such as 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. Fees for financial management typically depend on which services the firm provides the client. Fees charged by Morgan Stanley most likely include some blend of asset-based, fixed, commission-based and other fees.

Certifications and Registrations

Series 63, Series 65, Certified Financial Planner, Chartered Financial Consultant

Years of Experience

15 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

Yes

Office Location

5 Concourse Parkway - Suite 2000
Atlanta, GA 30328

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Morgan Stanley Brokerage Details

Total Assets Under Management

$729,249,310,930

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

26,000

GA Average: 88
Total Number of Accounts

1,815,592

GA Average: 3,892
Average Account Size

$401,659

GA 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 Wynne Work History

Christopher has 15 years of experience.

2015 - Present (4 years)

Morgan Stanley Private Bank, National Association

2014 - Present (5 years)

Morgan Stanley

2012 - 2014 (2 years)

Purshe Kaplan Sterling

2010 - 2012 (2 years)

Fsc Securities

2009 - 2010 (1 years)

Triad Advisors, Inc

2005 - 2009 (4 years)

Securities America, Inc

2003 - 2014 (11 years)

Ha & W Wealth Management

2003 - 2014 (11 years)

Ha&W Risk Management

Disclosures

Christopher Wynne has disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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