Christopher Michael Berzon

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

• 01/2011 → 11/2016
  Wells Fargo Advisors Llc
  Fort Worth, TX
• 11/2016 → 06/2020
  Wells Fargo Clearing Services, Llc
  Fort Worth, TX
• 06/2020 → Present
  Morgan Stanley Smith Barney Llc
  Fort Worth, TX
• 07/2020 → Present
  Morgan Stanley Private Bank, N.A
  New York, NY

Previous Registrations

• 2011-01-03 → 2020-06-09
  Wells Fargo Clearing Services, Llc
  Fort Worth, TX
  Grand Prairie, TX
  Arlington, TX
  Grand Prairie, TX
  Arlington, TX
  Grand Prairie, TX
  Fort Worth, TX
  Fort Worth, TX
  Fort Worth, TX
  Fort Worth, TX
  Fort Worth, TX
  Fort Worth, TX
  Fort Worth, TX
  Fort Worth, TX
  Fort Worth, TX
  Fort Worth, TX
• 2006-05-08 → 2011-01-03
  Wells Fargo Investments, Llc
  Benbrook, TX
  Fort Worth, TX
  Fort Worth, TX
  Fort Worth, TX
  Benbrook, TX
  Fort Worth, TX
  Bedford, TX
  Lake Worth, TX

Other Businesses

*626089 - Bercom LLC; Investment related: Yes; Benbrook, Texas; Rental Property; Officer(proprietor, partner, officer, director, employee, trustee, agent); 11/2024; During business hours: 0; After business hours: 8; Investment Decisions/Advice:Business Development/Growth

Exams

• S66 Uniform Combined State Law Examination
  2006-04-29
• S63 Uniform Securities Agent State Law Examination
  1998-04-27

Designations

• Certified Financial Planner

Other Names

• Christopher Berzon
• Chris Berzon