Christopher J Meyer

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

• 02/2013 → 11/2016
  E*Trade Financial Corp
  Chicago, IL
• 11/2016 → 04/2017
  Unemployed
  Chicago, IL
• 04/2017 → 09/2021
  Ubs Financial Services Inc.
  Chicago, IL
• 09/2021 → 10/2022
  Cambridge Investment Research Advisor, Inc.
  Fairfield, IA
• 09/2021 → 10/2022
  Cambridge Investment Research, Inc.
  Fairfield, IA
• 09/2021 → 10/2022
  Hub International
  Chicago, IL
• 12/2022 → Present
  Morgan Stanley
  Chicago, IL

Previous Registrations

• 2021-09-28 → 2022-11-09
  Cambridge Investment Research Advisors, Inc.
  Chicago, IL
  Chicago, IL
• 2017-10-30 → 2021-09-15
  Ubs Financial Services Inc.
  Chicago, IL

Exams

• S66 Uniform Combined State Law Examination
  2017-10-30
• S63 Uniform Securities Agent State Law Examination
  2002-03-14

Other Names

• Chris Joseph Meyer
• Christopher Meyer
• Christopher Joseph Meyer
• Chris J Meyer