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Achim Michael Christner

Morgan Stanley

Orinda, CA

San Francisco, CA

CRD 5597452

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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
GA RA APPROVED 2021-06-21
TX RA APPROVED_RES 2020-04-23
CA RA APPROVED 2011-08-22
  • GA RA
    APPROVED
    Since 2021-06-21
  • TX RA
    APPROVED_RES
    Since 2020-04-23
  • CA RA
    APPROVED
    Since 2011-08-22

Branch Locations

Orinda, CA • United States

555 California Street Pwm, San Francisco, CA 94104 • 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 Smith Barney (149777) San Francisco CA 07/2011 Present
Morgan Stanley Private Bank, N.A New York NY 08/2024 Present
  • 07/2011 → Present
    Morgan Stanley Smith Barney (149777)
    San Francisco, CA
  • 08/2024 → Present
    Morgan Stanley Private Bank, N.A
    New York, NY
Previous Registrations
  • 2011-02-11 → 2011-05-19
    Intl Advisory Consultants Inc.
    San Francisco, CA
  • 2010-10-25 → 2011-02-14
    Nollenberger Capital Partners Inc.
    San Francisco, CA
    San Francisco, CA
Other Businesses

*414470 - Orinda Country CLub; Investment related - No; Orinda, California; Recreation; Tennis coach (proprietor, partner, officer, director, employee, trustee, agent); 10/2020; During business hours: 0; After business hours: 12;

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2010-10-22
  • S66 Uniform Combined State Law Examination
    2010-10-22

View on SEC IAPD

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