Christopher Lococo, financial advisor San Jose CA
89 score

Christopher Lococo

CRD Number: 6190487
Current Firm: Morgan Stanley

Christopher Lococo (CRD# 6190487) is an Investment Advisor Representative working at Morgan Stanley in San Jose, CA and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
First Street Insurance Agency/john E Lococo San Jose, CA Jul 2016 - Current < 1
American Investors Company San Ramon, CA Jul 2016 - Current < 1
Stone Presbyterian Church Of Willow Glen San Jose, CA Dec 2015 - Current 1
Fremont Aikido Fremont, CA Jan 2005 - Current 11
Morgan Stanley San Jose, CA Apr 2013 - Jul 2016 3
Plan Design Consultants San Mateo, CA Apr 2011 - Apr 2013 2
University Of Ca Riverside Riverside, CA Jan 2007 - Apr 2011 4
Best Buy Milpitas, CA Sep 2005 - Jan 2007 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jul 2013
Contact Info for Christopher J. Lococo
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
89
Clean Record
This advisor has a clean track record with regulators.

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