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Christine A Daifotis

Investment adviser representative at Morgan Stanley
11 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

11 years in the industry.

  1. Morgan Stanley Private Bank, N.AAug 2026 to now
  2. Morgan StanleyJul 2026 to now
  3. Morgan StanleyJun 2025 to Aug 2025
  4. University of Chicago Booth School of BusinessSep 2024 to Jun 2026
  5. Morgan StanleyJun 2024 to Aug 2024
  6. N/aMay 2024 to May 2024
  7. Ernst & YoungJul 2019 to Apr 2024
  8. Ernst & YoungJun 2018 to Aug 2018
  9. University of RichmondAug 2015 to May 2019

Exams passed

  • Series 66 · Uniform Combined State Law2025

State registrations

Registered as an investment adviser representative in 3 states (NJ, 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
7940870
Firm CRD
149777
Advisor's SEC record (opens in a new tab)
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