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Christopher J Meyer

Investment adviser representative at Morgan Stanley
13 yearsExperience
2 statesRegistered in
$2TFirm assets
17 yearsFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsFixed or flat feeCommissionsPerformance-basedOther

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management
  • Pension consulting
  • Seminars and workshops

Experience

13 years in the industry.

  1. Morgan StanleyDec 2022 to now
  2. Cambridge Investment Research Advisor, Inc.Sep 2021 to Oct 2022
  3. Cambridge Investment Research, Inc.Sep 2021 to Oct 2022
  4. Hub InternationalSep 2021 to Oct 2022
  5. UBS Financial Services Inc.Apr 2017 to Sep 2021
  6. UnemployedNov 2016 to Apr 2017
  7. E*trade Financial CorpFeb 2013 to Nov 2016

Exams passed

  • Series 63 · Uniform Securities Agent State Law2002
  • Series 66 · Uniform Combined State Law2017

State registrations

Registered as an investment adviser representative in 2 states (IL, TX).

Morgan Stanley

Legal name: Morgan Stanley Smith Barney LLC

$2TAssets managed
2,703,720Clients
23,165Advisers
17 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
2563511
Firm CRD
149777
Advisor's SEC record (opens in a new tab)
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