Osaic Wealth
42yrs
Top advisor by experience in Valencia
23yrs
Christopher Kobe has worked in the financial industry for 23 years and is a fiduciary financial advisor based in Valencia, California. After 16 years at UBS Financial Services and two years at Morgan Stanley & Co., Christopher joined Morgan Stanley in 2024, a firm offering financial planning, investment management, and retirement plan consulting. Morgan Stanley reports being paid through a percentage of assets, flat fees, and commissions.
One of 136 advisors with offices in Valencia, and one of 116 fiduciaries.
At a glance
Experience23 years (since 2003)
How that compares ?More experience than 68% of advisors nationwide
Office24300 Town Center Dr. Suite 200, Valencia, CA 91355
FirmMorgan Stanley
How the firm is paid ?Percent of assets, Flat fee, Commissions, Performance fee, Other
Typical client at the firm ?$670,481
Advisors at the firm23,156
States licensed ?1 state
Services through Morgan Stanley
Financial planningInvestment management for individuals and small businessesManaging mutual fundsInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- 2024 – nowMorgan StanleyCurrent firm
- 2008 – 2024UBS Financial Services Inc.Previously
- Apr 2007 – Dec 2008Morgan Stanley & Co. LLCPreviously
- 2003 – 2007Morgan Stanley DW Inc.Previously
Contact Christopher
24300 Town Center Dr. Suite 200Valencia, CA 91355Office · Get directions Firm main line(914) 225-5510Headquarters: Morgan Stanley · Purchase, NY Firm websitewww.morganstanley.com
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Questions to ask Christopher
Tailored to Christopher’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- Your firm can charge performance-based fees. Would that apply to me?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Christopher
How do I contact Christopher?
Call Morgan Stanley at (914) 225-5510 and ask for Christopher Kobe. Christopher works from the Valencia, CA office.
How long has Christopher been a financial advisor?
Christopher has been in the industry since 2003, about 23 years. More experience than 68% of advisors nationwide.
What licenses does Christopher hold?
Series 66. Tap any license on this page to see what it allows.
Is Christopher a fiduciary?
Christopher is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Christopher paid?
Morgan Stanley reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products, a share of investment gains, other fees. Ask Christopher for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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