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Christopher Y Provel

Investment adviser representative at Morgan Stanley
9 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

9 years in the industry.

  1. Morgan StanleyJul 2025 to now
  2. MML Investors Services, LLCFeb 2025 to Jul 2025
  3. Massmutual Life Insurance CoJan 2025 to Jul 2025
  4. FiservJan 2024 to Nov 2024
  5. UnemployedDec 2023 to Jan 2024
  6. FiservJun 2023 to Aug 2023
  7. FiservJun 2022 to Aug 2022
  8. College - Virginia TechAug 2020 to Dec 2023
  9. UnemployedJun 2020 to Aug 2020
  10. UsablMar 2018 to Aug 2019
  11. Echo TapSep 2017 to Sep 2019
  12. High SchoolSep 2016 to Jun 2020

Exams passed

  • Series 66 · Uniform Combined State Law2025

State registrations

Registered as an investment adviser representative in 2 states (NJ, 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
8038682
Firm CRD
149777
Advisor's SEC record (opens in a new tab)
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