Christopher Bryant Packard

Employer firm

Womack Wealth Management, Inc. CRD 146126

$407M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• 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

• 09/2014 → 09/2017
  Morgan Stanley
  Los Angeles, CA
• 02/2015 → 09/2017
  Morgan Stanley Private Bank, National Associaion
  New York, NY
• 09/2017 → Present
  Womack Wealth Management, Inc.
  Manhattan Beach, CA

Previous Registrations

• 2014-11-25 → 2017-09-22
  Morgan Stanley
  Los Angeles, CA
• 2003-03-03 → 2008-04-17
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  San Francisco, CA
  San Francisco, CA

Exams

• S66 Uniform Combined State Law Examination
  2014-11-25
• S63 Uniform Securities Agent State Law Examination
  2000-08-07

Other Names

• Chris Packard