Christie Eckerle, financial advisor Denver CO
90 score

Christie Eckerle

CRD Number: 6277390
Current Firm: Morgan Stanley

Christie Eckerle (CRD# 6277390) is an Investment Advisor Representative working at Morgan Stanley in Denver, CO and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Morgan Stanley Denver, CO Jul 2017 - Current < 1
Cetera Advisors Denver, CO Feb 2015 - Jul 2017 2
Capital Guardian LLC Charlotte, NC Mar 2013 - Jul 2017 4
Fitzgeralds Irish Pub Charlotte, NC Mar 2012 - Mar 2014 2
Carolina Ale House Charlotte, NC Aug 2011 - Mar 2012 < 1
Applebees Concord, NC Apr 2011 - Aug 2011 < 1
Vector Marketing Concord, NC Jan 2011 - Apr 2011 < 1
Medical Management Solutions Tarrytown, NY Jun 2010 - Dec 2010 < 1
Student Activity Center Charlotte, NC Sep 2009 - May 2010 < 1
Cosmos Charlotte, NC Jan 2008 - Sep 2009 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Sep 2014
Contact Info for Christie A. Eckerle
Phone Number: 914-225-5510
Registered State(s):
  • CO
  • TX
By the Numbers
  • Total Assets Under Management
    598,503
    MILLIONS
  • Total Number of Accounts
    1,610,240
    ACCOUNTS
  • Average Account Value
    $371,685
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 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
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, WY

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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