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RIA / WealthAdvisordual registered (broker-dealer)15 years in industry

Christopher Joseph Simcho

Advisor at MORGAN STANLEY

Greenville, SC

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Search this name across graphsid dfx:ria:7ba7fc66-7956-d15a-8bac-0aaa3821c39b

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 3:27 AM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 2
On other graphs: 0
Observed: Jun 4, 2012 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: MORGAN STANLEY
Current firm class: wirehousederived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Sep 1, 2011earliest registration or exam on IAPD
Years in industry: 15derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 5
Current registrations: 1
Registered states: 2
Exams: S66|S63
First exam: Sep 1, 2011
First registration: Jun 4, 2012
Dual registered: yes, broker-dealer
Other names: CHRISTOPHER SIMCHO|Chris Simcho
IAPD individual key: 5942034

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
MORGAN STANLEY	Wirehouse	Oct 7, 2024	n/a	yes	Greenville, SC	Current employment
TD AMERITRADE, INC.	Former SEC adviser	May 2, 2022	Oct 14, 2022	no	OMAHA, NE\|Westlake, TX\|Plantation, FL\|Plantation, FL\|Miami, FL	Previous registration
CHARLES SCHWAB & CO., INC.	National bd RIA	Jan 24, 2019	Oct 4, 2024	no	Fort Worth, TX\|Westlake, TX\|Plantation, FL\|Boca Raton, FL\|Miami, FL\|Miami, FL	Previous registration
J.P. MORGAN SECURITIES LLC	Wirehouse	Nov 22, 2017	Jan 16, 2019	no	ROUND ROCK, TX\|AUSTIN, TX\|AUSTIN, TX\|LEANDER, TX	Previous registration
KESTRA ADVISORY SERVICES, LLC	Bd affiliated wealth	May 25, 2016	Aug 29, 2017	no	Austin, TX	Previous registration
STRATEGIC ADVISERS LLC	National bd RIA	Jun 4, 2012	May 25, 2016	no	WESTLAKE, TX	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
CHARLES SCHWAB & CO., INC.	TD AMERITRADE, INC.	Oct 4, 2024	May 2, 2022	-886	Firm change after gap	Other
TD AMERITRADE, INC.	MORGAN STANLEY	Oct 14, 2022	Oct 7, 2024	724	Firm change after gap	Other
J.P. MORGAN SECURITIES LLC	CHARLES SCHWAB & CO., INC.	Jan 16, 2019	Jan 24, 2019	8	Firm change	Wirehouse to ibd
KESTRA ADVISORY SERVICES, LLC	J.P. MORGAN SECURITIES LLC	Aug 29, 2017	Nov 22, 2017	85	Firm change	Other
STRATEGIC ADVISERS LLC	KESTRA ADVISORY SERVICES, LLC	May 25, 2016	May 25, 2016	0	Firm change	Other

Relationships

Registered with (6)

→ MORGAN STANLEYRegistered adviserregistration: current employment
Oct 7, 2024 to presentfactForm ADV
→ CHARLES SCHWAB & CO., INC.Registered adviserregistration: previous registration
Jan 24, 2019 to Oct 4, 2024factForm ADV
→ TD AMERITRADE, INC.Registered adviserregistration: previous registration
May 2, 2022 to Oct 14, 2022factForm ADV
→ J.P. MORGAN SECURITIES LLCRegistered adviserregistration: previous registration
Nov 22, 2017 to Jan 16, 2019factForm ADV
→ KESTRA ADVISORY SERVICES, LLCRegistered adviserregistration: previous registration
May 25, 2016 to Aug 29, 2017factForm ADV
→ STRATEGIC ADVISERS LLCRegistered adviserregistration: previous registration
Jun 4, 2012 to May 25, 2016factForm ADV

Dated events

Occurred
Oct 4, 2024
Advisor changed firm
Christopher Joseph Simcho left Charles Schwab & Co., Inc. for Td Ameritrade, Inc. (registered 2022-05-02)
Form ADVobserved 5 days ago
Occurred
Oct 14, 2022
Advisor changed firm
Christopher Joseph Simcho left Td Ameritrade, Inc. for Morgan Stanley (registered 2024-10-07)
Form ADVobserved 5 days ago