Christopher Joseph Shelton

$252B regulatory AUM 2,990 advisory clients

Reported services (Item 5G)

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

One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED_RES	2024-06-10
ME	RA	APPROVED	2024-05-17

Branch Locations

No disclosure categories reported as “Yes” on this SEC record.

Organization	City	State	From	To
Morgan Stanley Wealth Management	Portland	ME	12/2012	04/2019
Morgan Stanley Private Bank, National Association	New York	NY	01/2015	04/2019
Cetera Investment Services Llc	St Cloud	MN	02/2020	04/2022
Cetera Investment Advisers Llc	Ellsworth	ME	02/2020	04/2022
First National Bank	Ellsworth	ME	02/2020	02/2020
First National Wealth Management	Ellsworth	ME	04/2019	02/2020
Wells Fargo Clearing Services, Llc.	Bangor	ME	04/2022	05/2024
Wells Fargo Advisors Financial Network, Llc	Bangor	ME	05/2024	Present

12/2012 → 04/2019

Morgan Stanley Wealth Management

Portland, ME
01/2015 → 04/2019

Morgan Stanley Private Bank, National Association

New York, NY
02/2020 → 04/2022

Cetera Investment Services Llc

St Cloud, MN
02/2020 → 04/2022

Cetera Investment Advisers Llc

Ellsworth, ME
02/2020 → 02/2020

First National Bank

Ellsworth, ME
04/2019 → 02/2020

First National Wealth Management

Ellsworth, ME
04/2022 → 05/2024

Wells Fargo Clearing Services, Llc.

Bangor, ME
05/2024 → Present

Wells Fargo Advisors Financial Network, Llc

Bangor, ME

Code	Exam	Date
S63	Uniform Securities Agent State Law Examination	2013-03-04
S65	Uniform Investment Adviser Law Examination	2013-02-22

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