Christy Candalaria Jo Flores

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

• 05/2009 → 11/2016
  Wells Fargo Advisors Llc
  Worcester, MA
• 11/2016 → 03/2024
  Wells Fargo Clearing Services, Llc
  Worcester, MA
• 03/2024 → Present
  Morgan Stanley Smith Barney Llc
  Palm Beach Gardens, FL

Previous Registrations

• 2008-08-01 → 2024-04-01
  Wells Fargo Clearing Services, Llc
  Waltham, MA
  Worcester, MA
• 2007-04-02 → 2007-10-23
  Morgan Stanley & Co. Llc
  Worcester, MA
• 2007-02-14 → 2007-04-02
  Morgan Stanley Dw Inc.
  Worcester, MA

Exams

• S66 Uniform Combined State Law Examination
  2000-05-15

Other Names

• Christy Candalaria Jo Dunster
• Christy Candalaria Jo Dunster
• Christy C.J. Flores
• Christy Candalaria Jo Flores