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Christopher Frank Lebano

Investment adviser representative at Morgan Stanley
11 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$2TFirm assets

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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

11 years in the industry.

  1. Morgan Stanley Private Bank, N.AAug 2023 to now
  2. Morgan StanleyJul 2023 to now
  3. Morgan Stanley Smith Barney LLCJul 2023 to now
  4. Bank of America, N.A.Dec 2015 to Jul 2023
  5. Merrill Lynch, Pierce, Fenner & Smith IncorporatedSep 2015 to Jul 2023

Designations

  • CFP® certification

Exams passed

  • Series 63 · Uniform Securities Agent State Law2014
  • Series 66 · Uniform Combined State Law2015

State registrations

Registered as an investment adviser representative in 2 states (MD, 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
6279633
Firm CRD
149777
Advisor's SEC record (opens in a new tab)
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