Christopher Rollo (CRD# 7054015) is an Investment Advisor Representative working at Morgan Stanley in Oneonta, NY and has over 2 years of experience in the finance industry.
CRD# 2997972
Securities America Advisors, Inc.
CRD# 2859027
Lpl Financial LLC
CRD# 2485394
Wells Fargo Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Morgan Stanley Private Bank, N.a. | New York, NY | Feb 2022 - Current | 2 |
| Morgan Stanley Smith Barney LLC | Oneonta, NY | Nov 2021 - Current | 2 |
| Allied Financial Partners | Oneonta, NY | Dec 2018 - Oct 2021 | 2 |
| Mostert, Manzanero & Scott, LLP | Oneonta, NY | Jul 2014 - Nov 2018 | 4 |
| State University Of New York College At Oneonta | Oneonta, NY | Aug 2009 - May 2014 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jan 2022 |
- NY
- TX
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Total Assets Under Management1,402,426MILLIONS
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Total Number of Accounts2,405,783ACCOUNTS
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Average Account Value$582,939
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Commissions
- Performance-based fees
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- 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
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, WY
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