Christine Claire Walsh
Investment adviser representative at Morgan Stanley
7 yearsExperience
3 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
7 years in the industry.
- Morgan Stanley Private Bank, N.A.Apr 2019 to now
- Morgan StanleyJan 2019 to now
- Morgan Stanley Smith Barney LLCJan 2019 to Mar 2019
- L.L. BeanNov 2018 to Mar 2019
- IbossJul 2018 to Mar 2019
- Brown Brothers HarrimanJun 2017 to Aug 2017
- Independence Financial PartnersFeb 2016 to Dec 2016
- Garage ClothingJun 2015 to Dec 2016
- Providence CollegeAug 2014 to May 2018
- Sperry TopsiderJun 2013 to Aug 2018
- Sugarloaf MountainNov 2012 to Apr 2018
Exams passed
- Series 66 · Uniform Combined State Law2019
State registrations
Registered as an investment adviser representative in 3 states (CT, 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
- 6692021
- Firm CRD
- 149777