Christina
Neri

Morgan Stanley

CRD#6525578
Investment Advisor
in New York, NY
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About this Advisor

Christina Neri is a financial advisor who works out of New York, New York, who has 10 years of professional experience. Neri is currently employed by Morgan Stanley. Over the course of their career, they have held roles at (Unemployed), Morgan Stanley Smith Barney LLC, Services For The Underserved, Inc, Beacon Hill Staffing, (Unemployed - Full Time College Student) and Pierre Hotel. Neri holds a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is registered to serve investors in New Jersey. Morgan Stanley is a financial advisory company that has its headquarters in New York, New York. The firm has offices in 702 locations and a total of 26,000 financial advisors. It manages $735 billion in total assets across its 1,724,668 client accounts, placing it among the biggest firms in the United States by assets under management. The firm advises 283 charities and foundations. The business has a number of services, including 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 advice usually depend on which services the firm provides the client. Fees billed by Morgan Stanley can include any combination of 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

1 New York Plaza
New York, NY 10004

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Morgan Stanley Brokerage Details

Total Assets Under Management

$729,249,310,930

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

26,000

NY Average: 88
Total Number of Accounts

1,815,592

NY Average: 3,892
Average Account Size

$401,659

NY 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

Christina Neri Work History

Christina has 10 years of experience.

2015 - Present (4 years)

Morgan Stanley Smith Barney LLC

2013 - 2015 (2 years)

Services For The Underserved, Inc

2012 - 2012 (< 1 year)

(Unemployed)

2012 - 2013 (1 year)

Beacon Hill Staffing

2012 - 2012 (< 1 year)

Pierre Hotel

2008 - 2012 (4 years)

(Unemployed - Full Time College Student)

Disclosures

Christina Neri has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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