Christian James Schwartz

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

• 07/2023 → Present
  Morgan Stanley
  Baltimore, MD
• 06/2022 → 08/2022
  Tbh Global Asset Management
  Brentwood, TN
• 06/2021 → 08/2021
  Vaco
  Brentwood, TN
• 04/2020 → 08/2020
  Cgs Administrators, Llc
  Nashville, TN
• 02/2018 → 06/2019
  Publix Super Markets
  Brentwood, TN
• 08/2022 → 05/2023
  Indiana University
  Bloomington, IN
• 08/2021 → 05/2022
  Indiana University
  Bloomington, IN
• 08/2020 → 05/2021
  Indiana University
  Bloomington, IN
• 08/2019 → 05/2020
  Indiana University
  Bloomington, IN
• 08/2018 → 05/2019
  Montgomery Bell Academy
  Nashville, TN
• 08/2017 → 05/2018
  Montgomery Bell Academy
  Nashville, TN
• 08/2016 → 05/2017
  Montgomery Bell Academy
  Nashville, TN

Exams

• S66 Uniform Combined State Law Examination
  2024-03-27

Other Names

• Christian J Schwartz