Christian M Wennes

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

• 06/2022 → Present
  Morgan Stanley
  New York, NY
• 05/2021 → 07/2021
  Empower Retirement
  Boston, MA
• 06/2020 → 08/2020
  Thorson Insurance
  Thousand Oaks, CA
• 06/2019 → 08/2019
  Innovatemr
  Encino, CA
• 06/2019 → 08/2019
  Twentieth Century Fox
  Century City, CA
• 02/2022 → 05/2022
  Empower Retirement
  Boston, MA
• 08/2011 → 05/2022
  Student (Full-Time Education)
  Thousand Oaks, CA

Exams

• S66 Uniform Combined State Law Examination
  2023-04-14