Christine
Beall
Morgan Stanley
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About this Advisor
Christine Beall is a financial advisor working in Colchester, Vermont, who has 1 year of industry experience. Beall is currently employed by Morgan Stanley. Beall has gained experience at Edward Jones, Morgan Stanley Smith Barney LLC and Morgan Stanley Private Bank, N.A. Beall has a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is able to operate in Texas and Vermont. Morgan Stanley is a financial advisory business that has its headquarters in Purchase, NY. The company has offices in 930 locations and a total of 28,000 advisors. It administers $1 trillion in assets under management across its 2,233,188 accounts, making it one of the biggest investment advisory firms in the United States by assets under management. The firm advises 30,383 charitable organizations. Of its 2,233,188 client accounts, just 1% are associated with high-net-worth individuals who have at least $1 million in investable assets. The firm provides 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. Financial management fees typically are based on which service is offered. However, fee types charged by Morgan Stanley likely are comprised of asset-based, fixed, commission-based and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Morgan Stanley Brokerage Details
$1,185,061,196,999
28,000
2,233,188
$530,659
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
Christine Beall Work History
Christine has been registered as a financial advisor for 1 years.*
Morgan Stanley Smith Barney LLC
Morgan Stanley Private Bank, N.A
Edward Jones
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Christine Beall to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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