Christopher B Lamm

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

• 09/2021 → 06/2025
  The University Of Chicago
  Chicago, IL
• 08/2023 → 09/2023
  Presidio Technology Partners
  San Francisco, CA
• 07/2022 → 08/2022
  Rbc Wealth Management
  San Francisco, CA
• 07/2025 → Present
  Morgan Stanley
  San Francisco, CA
• 09/2017 → 06/2021
  The Branson School
  Ross, CA
• 09/2007 → 06/2017
  Middle School And Elementary School
  Marin County, CA

Exams

• S66 Uniform Combined State Law Examination
  2026-06-08

Other Names

• Christopher Brooks Lamm