Christopher FilsCRD Number: 5989840
Current Firm: Morgan Stanley
Christopher Fils (CRD# 5989840) is an Investment Advisor Representative working at Morgan Stanley in Los Gatos, CA and has over 5 years of experience in the finance industry.
Skyoak Wealth Management, Inc.
Parker Investment Management, LLC
Three Bell Capital LLC
|Morgan Stanley Private Bank, N.a.||New York, NY||Oct 2016 - Current||1|
|Morgan Stanley||Los Gatos, CA||Sep 2016 - Current||1|
|Merrill Lynch||New York, NY||May 2015 - Sep 2016||1|
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||Tampa, FL||Jul 2013 - May 2015||1|
|Northwestern Mutual Investment Services, LLC||Tampa, FL||May 2012 - Jul 2013||1|
|Northwestern Mutual Life Insurance Company||Milwaukee, WI||Oct 2011 - Jul 2013||1|
|Bank Of America||Tampa, FL||Dec 2009 - Oct 2011||1|
|Usaa||Tampa, FL||Feb 2009 - Dec 2009||< 1|
|Best Buy||Tampa, FL||Apr 2005 - Jul 2009||4|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Sep 2012|
|S66||NASAA Uniform Combined State Law Examination||Nov 2013|
Total Assets Under Management598,503MILLIONS
Total Number of Accounts1,610,240ACCOUNTS
Average Account Value$371,685
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- 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
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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