Christopher Monahan

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

• 06/2020 → 07/2022
  Jpmorgan Distribution Services, Inc.
  Columbus, OH
• 06/2016 → 08/2019
  Spring Lake Golf Club
  Spring Lake, NJ
• 10/2018 → 12/2018
  Merrill Lynch
  New York, NY
• 06/2018 → 08/2018
  Seaview Wealth Management
  Spring Lake, NJ
• 09/2019 → 05/2020
  Unemployed
  Avon By The Sea, NJ
• 01/2019 → 05/2019
  Morgan Stanley
  New York, NY
• 06/2019 → 08/2019
  Morgan Stanley
  New York, NY
• 08/2022 → Present
  Morgan Stanley
  Chicago, IL

Exams

• S66 Uniform Combined State Law Examination
  2022-09-10
• S63 Uniform Securities Agent State Law Examination
  2020-07-06

Other Names

• Christopher P Monahan
• Christopher Monahan
• Christopher Patrick Monahan