Christopher Barrett Wren

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

• 11/2017 → 11/2022
  Jpmorgan Case Bank, N.A.
  New York, NY
• 12/2017 → 11/2022
  Jpmorgan Securities, Llc
  New York, NY
• 08/2013 → 06/2017
  Colgate University
  Hamilton, NY
• 08/2017 → 10/2017
  Bank Of America Merrill Lynch
  New York, NY
• 06/2013 → 09/2017
  New York State Parks
  Wantagh, NY
• 07/2018 → 04/2020
  New York State Parks
  West Babylon, NY
• 11/2022 → 03/2023
  First Republic Securities Company, Llc
  New York, NY
• 11/2022 → 03/2023
  First Republic Investment Management, Inc.
  New York, NY
• 03/2023 → Present
  Morgan Stanley Smith Barney Llc
  New York, NY

Previous Registrations

• 2022-11-04 → 2023-04-25
  J.P. Morgan Private Wealth Advisors Llc
  New York, NY
• 2018-06-20 → 2022-11-06
  J.P. Morgan Securities Llc
  New York, NY

Exams

• S63 Uniform Securities Agent State Law Examination
  2018-03-09

Other Names

• Christopher B Wren
• Christopher Wren