Profilo
Christopher Raymond Rick worked as a Financial Consultant at Fidelity Investments Money Management, Inc. He was a Principal at Morgan Stanley Smith Barney LLC from 2010 to 2011.
From 2018 to 2021, he worked as a Senior Vice President & Financial Advisor at Cypress Wealth Services LLC.
Mr. Rick received his undergraduate degree from the University of California San Diego in 2006.
Precedenti posizioni note di Chris Rick
Società | Posizione | Fine |
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Cypress Wealth Services LLC
Cypress Wealth Services LLC Investment ManagersFinance Cypress Wealth Services LLC, founded in 2017, is a firm of experienced financial advisors. The private company is based in Palm Desert, CA. The company's mission is to ensure that every aspect of their clients' lives is aligned to best achieve their financial goals. | Gestore di Portafoglio-Azioni | 01/06/2021 |
Morgan Stanley Smith Barney LLC
Morgan Stanley Smith Barney LLC Investment Banks/BrokersFinance Founded in 2009, Morgan Stanley Smith Barney LLC (MSSB) is a registered investment adviser, a registered broker-dealer, a registered futures commission merchant, and a member of the New York Stock Exchange. Headquartered in Purchase, New York, MSSB is one of the largest financial services firms in the US with branch offices in all 50 states and the District of Columbia. The firm was initially owned by a joint venture company which was indirectly owned 65% by Morgan Stanley and 35% by Citigroup, Inc. On June 28, 2013, Morgan Stanley purchased Citi’s 35% interest in MSSB. As such, the firm is now a direct subsidiary of Morgan Stanley Smith Barney Holdings LLC and they are a wholly-owned indirect subsidiary of Morgan Stanley (NYSE: MS). | Corporate Officer/Principal | 02/09/2011 |
Fidelity Investments Money Management, Inc.
Fidelity Investments Money Management, Inc. Investment ManagersFinance Fidelity Investments Money Management, Inc. (FIMM) is an asset management firm headquartered in Boston, Massachusetts. The firm is a wholly-owned subsidiary of FMR LLC. FIMM serves as sub-advisor to fixed income mutual funds and institutional accounts, and fixed income portions of mutual funds and institutional accounts, managed by FMR or its affiliates. Their clients are generally mutual funds, ETFs or other institutional accounts. | Corporate Officer/Principal | - |
Formazione di Chris Rick
University of California San Diego | Undergraduate Degree |
Esperienze
Posizioni ricoperte
Relazioni
Relazioni di 1° grado
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
Aziende private | 3 |
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Cypress Wealth Services LLC
Cypress Wealth Services LLC Investment ManagersFinance Cypress Wealth Services LLC, founded in 2017, is a firm of experienced financial advisors. The private company is based in Palm Desert, CA. The company's mission is to ensure that every aspect of their clients' lives is aligned to best achieve their financial goals. | Finance |
Fidelity Investments Money Management, Inc.
Fidelity Investments Money Management, Inc. Investment ManagersFinance Fidelity Investments Money Management, Inc. (FIMM) is an asset management firm headquartered in Boston, Massachusetts. The firm is a wholly-owned subsidiary of FMR LLC. FIMM serves as sub-advisor to fixed income mutual funds and institutional accounts, and fixed income portions of mutual funds and institutional accounts, managed by FMR or its affiliates. Their clients are generally mutual funds, ETFs or other institutional accounts. | Finance |
Morgan Stanley Smith Barney LLC
Morgan Stanley Smith Barney LLC Investment Banks/BrokersFinance Founded in 2009, Morgan Stanley Smith Barney LLC (MSSB) is a registered investment adviser, a registered broker-dealer, a registered futures commission merchant, and a member of the New York Stock Exchange. Headquartered in Purchase, New York, MSSB is one of the largest financial services firms in the US with branch offices in all 50 states and the District of Columbia. The firm was initially owned by a joint venture company which was indirectly owned 65% by Morgan Stanley and 35% by Citigroup, Inc. On June 28, 2013, Morgan Stanley purchased Citi’s 35% interest in MSSB. As such, the firm is now a direct subsidiary of Morgan Stanley Smith Barney Holdings LLC and they are a wholly-owned indirect subsidiary of Morgan Stanley (NYSE: MS). | Finance |
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