Christopher
Tracy
Morgan Stanley
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About this Advisor
Christopher Tracy is a financial advisor based in Wellesley Hills, Massachusetts, working with Morgan Stanley. Christopher has previously held positions at Morgan Stanley Smith Barney LLC and Morgan Stanley Private Bank, N.A. Christopher has passed the Series 66 regulatory exam and is registered to provide services in Rhode Island and Texas. Currently, Christopher is part of Morgan Stanley, which operates out of Wellesley Hills, Massachusetts. The firm has 930 offices and 29,300 employees. The firm manages assets totaling $1.4 trillion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include 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 fee structure at Morgan Stanley includes asset-based, fixed, commission-based, performance-based, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Morgan Stanley Brokerage Details
$1,402,425,838,334
29,300
2,405,783
$582,939
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 Tracy Work History
Morgan Stanley Private Bank, N.A
Morgan Stanley Smith Barney LLC
Disclosures
Please visit the SEC profile of Christopher Tracy to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Morgan Stanley
Kansas City, MO
New York, NY
San Diego, CA
Boston, MA
Wellesley Hills, MA
Kingsport, TN
Woodland Hills, CA
Oneonta, NY
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