Christopher Alan Morgan

Employer firm

Ark Wealth Advisors, LLC CRD 309396

$118M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• 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

• 02/2015 → 11/2020
  Morgan Stanley
  Brea, CA
• 05/2015 → 11/2020
  Morgan Stanley Private Bank, National Association
  New York, NY
• 11/2020 → Present
  Ark Wealth Advisors, Llc
  Yorba Linda, CA
• 02/2018 → 11/2020
  Morgan Stanley Private Bank, N.A
  New York, NY

Previous Registrations

• 2015-04-24 → 2020-12-09
  Morgan Stanley
  Brea, CA

Other Businesses

1. 374139 - Friends Community Church Brea; Investment related No; Brea , CA; Christian Ministry; Member of the Finance Committee (proprietor, partner, officer, director, employee, trustee, agent); Jan 2019; During business hours: 0; After business hours: 0.15 2. INDEPENDENT INSURANCE AGENT; INVESTMENT-RELATED; 3960 PROSPECT AVENUE, SUITE A, YORBA LINDA, CA 92886; INSURANCE SALES; SELL INSURANCE PRODUCTS. 3. MDR PARTNERS, LLC; NOT INVESTMENT-RELATED; 3960 PROSPECT AVENUE, SUITA A, YORBA LINDA, CA 92886; QUALIFYING PROSPECTS FOR R&D CREDITS; MEMBER OF LLC; SALES ORGANIZER; START DATE: 01/10/2021; APPRXOXIMATELY 5 HOURS PER MONTH; 0 HOURS DURING SECURITIES TRADING HOURS.

Exams

• S66 Uniform Combined State Law Examination
  2015-04-24