Best Investors Account Sign in

Christa M Burgett

Morgan Stanley

Houston, TX

Houston, TX

CRD 3099280

Claim This Profile
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
TX RA APPROVED 2009-06-01
  • TX RA
    APPROVED
    Since 2009-06-01

Branch Locations

2800 Post Oak Boulevard Suite 3200, Houston, TX 77056 • United States

Houston, TX • 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 Llc Houston TX 06/2009 Present
  • 06/2009 → Present
    Morgan Stanley Smith Barney Llc
    Houston, TX
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2005-12-12
S63 Uniform Securities Agent State Law Examination 1999-01-08
  • S65 Uniform Investment Adviser Law Examination
    2005-12-12
  • S63 Uniform Securities Agent State Law Examination
    1999-01-08
Other Names
  • Christa Christian
  • Christa Michelle Christian

View on SEC IAPD

Nearby Firms

Nearby Investors

Nearby Offices

More in Houston, TX

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor