Christopher Barrett Wren
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.
- Morgan StanleyMar 2023 to now
- Morgan Stanley Smith Barney LLCMar 2023 to now
- First Republic Investment Management, Inc.Nov 2022 to Mar 2023
- First Republic Securities Company, LLCNov 2022 to Mar 2023
- New York State ParksJul 2018 to Apr 2020
- JPMorgan Securities, LLCDec 2017 to Nov 2022
- JPMorgan Case Bank, N.A.Nov 2017 to Nov 2022
- Bank of America Merrill LynchAug 2017 to Oct 2017
- Colgate UniversityAug 2013 to Jun 2017
- New York State ParksJun 2013 to Sep 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2018
State registrations
Registered as an investment adviser representative in 2 states (NY, 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
- 6669846
- Firm CRD
- 149777