Christopher
Tisi

Morgan Stanley

CRD#4025320
Investment Advisor
in New York, NY
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About this Advisor

Christopher Tisi is a certified financial planner in New York, New York. Currently a registered investment advisor at Morgan Stanley, Tisi has 12 years of professional experience. Tisi maintains Series 65 and Series 66 licenses, certifying the advisor as both a securities agent and an investment advisor representative. Tisi is registered to act as a financial advisor based out of New Jersey. Tisi has gained experience at Wachovia Securities, LLC, Wells Fargo Advisors LLC, Morgan Stanley and Morgan Stanley Private Bank, National Association. Morgan Stanley is headquartered in New York, New York, and has 702 additional brick-and-mortar locations in the United States. 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 largest investment advisory firms in the United States. The firm manages 1,070,823 accounts on a discretionary basis, meaning the advisor makes all of the buying and selling decisions on the client's behalf. None of the advisor firm's 1,724,668 clients are deemed high-net-worth individuals, who are defined as investors who have greater than $1 million in capital. 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 65, Series 66, Certified Financial Planner

Years of Experience

12 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

522 5Th Avenue
New York, NY 10036

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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

Christopher Tisi Work History

Christopher has 12 years of experience.

2015 - Present (4 years)

Morgan Stanley Private Bank, National Association

2013 - Present (6 years)

Morgan Stanley

2009 - 2013 (4 years)

Wells Fargo Advisors LLC

2007 - 2009 (2 years)

Wachovia Securities, LLC

2006 - 2009 (3 years)

Wachovia Securities, LLC

Disclosures

Christopher Tisi has disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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