Skip to content

Christian M Wennes

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

Are you Christian M Wennes? Claim your profile

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

15 years in the industry.

  1. Morgan StanleyJun 2022 to now
  2. Empower RetirementFeb 2022 to May 2022
  3. Empower RetirementMay 2021 to Jul 2021
  4. Thorson InsuranceJun 2020 to Aug 2020
  5. InnovatemrJun 2019 to Aug 2019
  6. Twentieth Century FoxJun 2019 to Aug 2019
  7. Student (full-time Education)Aug 2011 to May 2022

Exams passed

  • Series 66 · Uniform Combined State Law2023

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
7559076
Firm CRD
149777
Advisor's SEC record (opens in a new tab)
CallContact this firm