Christina A Coleman Erwin

Employer firm

Morgan Stanley CRD 149777

$1.96T regulatory AUM 416,984 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 10/2004 → Present
  State Of Tennessee
  Nashville, TN
• 09/2012 → Present
  First Horizon
  Charlotte, NC
• 01/2022 → Present
  Morgan Stanley
  New York, NY

Previous Registrations

• 2020-12-10 → 2021-12-07
  First Horizon Advisors, Inc.
  Charlotte, NC
• 2002-10-08 → 2004-10-01
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Nashville, TN
• 2002-04-10 → 2002-07-24
  Chase Investment Services Corp.
  Houston, TX

Other Businesses

Erwin Logistics LLC; not investment related; 13315 Blanton Drive Huntersville, NC 28078; Sprinter Van business owned by my spouse Kenneth Erwin. I am a 10% owner of the newly established entity and also the Secretary. Erwin Logistics is an independent cargo van owner and operator delivering medical supplies, packages and a variety of products across the U.S. The routes and loads are sourced by large shipping, trucking and freight hauling companies (i.e. Amazon, A Plus Expediting, etc.). There are not securities accounts or securities related activities associated with the business operations.; Started 07/13/2020; 10 hours devoted per month, 0 during trading hours; I handle the initial and annual filing requirements with the NC Sec of State and other administrative elements of the business. 12/15/20 REFERS BANK CUSTOMERS TO FIRM AND ITS AFFILIATED ENTITIES FIRST HORIZON INSURANCE SERVICES, INC. AND FTB ADVISORS INSURANCE SERVICES, INC. FOR INVESTMENT-RELATED SALES OF INVESTMENT PRODUCTS, INSURANCE, ANNUITIES AND ADVISORY SERVICES. PRIMARY FOCUS IS SALE OF BANKING PRODUCTS. LOCATED AT CRD BRANCH *577065 - Your Family CFO LLC; Investment related-Yes; Huntersville, North Carolina; Education, Consulting, Publishing; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); 01/2024; During business hours: 0; After business hours: 10; Customer Service

Exams

• S66 Uniform Combined State Law Examination
  2020-12-10
• S65 Uniform Investment Adviser Law Examination
  2001-05-01
• S63 Uniform Securities Agent State Law Examination
  2000-11-20

Other Names

• Christina Coleman Wade
• Christina Coleman Erwin
• Christina Annette Coleman
• Christina A Coleman