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Christopher R Walsh

Morgan Stanley

Chicago, IL

CRD 7234385

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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:

Current Employers
Morgan Stanley

2000 Westchester Avenue, Purchase, NY 10577-2530 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2020-11-11
IL RA APPROVED 2020-07-15
  • TX RA
    APPROVED
    Since 2020-11-11
  • IL RA
    APPROVED
    Since 2020-07-15

Branch Locations

233 S Wacker Dr. Suite 8600, Chicago, IL 60606 • United States

Disclosures

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

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Morgan Stanley Chicago IL 03/2020 Present
Republic Bank Of Chicago Lincolnwood IL 03/2018 03/2020
Veranda Gruppo, Llc Chicago IL 08/2017 03/2018
Lonacakes Ithaca NY 06/2016 07/2017
  • 03/2020 → Present
    Morgan Stanley
    Chicago, IL
  • 03/2018 → 03/2020
    Republic Bank Of Chicago
    Lincolnwood, IL
  • 08/2017 → 03/2018
    Veranda Gruppo, Llc
    Chicago, IL
  • 06/2016 → 07/2017
    Lonacakes
    Ithaca, NY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-07-15
  • S66 Uniform Combined State Law Examination
    2020-07-15

View on SEC IAPD

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Nearby Investors

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HAROLD NELSON LEAVELL
CARLYLE KELLY MADDEN

Nearby Offices

BROWNSON, REHMUS & FOXWORTH, INC. · CHICAGO, IL
PFINGSTEN PARTNERS, L.L.C. · CHICAGO, IL
GUGGENHEIM FUNDS DISTRIBUTORS, LLC · CHICAGO, IL

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