Christopher Quiroz, financial advisor Newport Beach CA
81 score

Christopher Quiroz

CRD Number: 5602025
Current Firm: Morgan Stanley

Christopher Quiroz (CRD# 5602025) is an Investment Advisor Representative working at Morgan Stanley in Newport Beach, CA and has over 7 years of experience in the finance industry.

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Company Name Location Dates Years
Morgan Stanley Private Bank, National Association New York, NY Jul 2015 - Current 1
Morgan Stanley Newport Beach, CA Jun 2015 - Current 1
Charles Schwab & Company, Inc. Pasadena, CA Dec 2010 - Jun 2015 4
Charles Schwab Bank Pasadena, CA Dec 2010 - Jun 2015 4
Merrill Lynch Pasadena, CA Sep 2009 - Dec 2010 1
Morgan Stanley Pasadena, CA Sep 2008 - Sep 2009 1
Morgan Stanley Smith Barney Pasadena, CA Jun 2009 - Jul 2009 < 1
Morgan Stanley Pasadena, CA Sep 2008 - Jul 2009 < 1
Wells Fargo Arcadia, CA Jun 2008 - Sep 2008 < 1
Wells Fargo Bank Arcadia, CA Jun 2008 - Sep 2008 < 1
Brighten Lending El Monte, CA Jan 2006 - Jul 2008 2
Msm Financial Newport Beach, CA Aug 2006 - Jun 2008 1
Msm Financial Inc. Newport Beach, CA Aug 2006 - Jun 2008 1
Brighton Lending El Monte, CA Jan 2006 - Aug 2006 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Feb 2009
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Financial Issue
Get Details on the FINRA Advisor Check site
Contact Info for Christopher J. Quiroz
Phone Number: 914-225-5510
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    535,890
    MILLIONS
  • Total Number of Accounts
    1,563,538
    ACCOUNTS
  • Average Account Value
    $342,742
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
81

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