Christopher G Stone

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

• 12/2021 → 06/2022
  Axiom Investors
  Greenwich, CT
• 09/2010 → 03/2021
  International Value Advisers, Llc
  New York, NY
• 04/2021 → 12/2021
  Unemployed
  Rye Brook, NY
• 07/2022 → Present
  Morgan Stanley Smith Barney Llc
  Purchase, NY
• 10/2022 → Present
  Morgan Stanley Private Bank, N.A.
  New York, NY

Other Businesses

GRANTSTONE LLC. NOT investment-related Address: 1601 3rd Avenue, apt 30B, New York NY 10128 Nature of the business: Real estate (I own an investment property in Manhattan, NY.) My position: Managing Member Title or position: Owner Incorporated: 6/15/2016 Number of hours/month devoted to the business: 1 Hours devoted to business during securities trading hours: 0 My duties are very limited. I use a real estate agent to obtain tenants. The tenants live there for multiple years. Very little turnover.

Exams

• S66 Uniform Combined State Law Examination
  2022-10-12
• S63 Uniform Securities Agent State Law Examination
  1997-10-28

Other Names

• Christopher Grant Stone