Infinity Financial Services Advisory
47yrs
Top advisor by experience in Oakland
9yrs
Christopher Chequer
Full name on record: Christopher Mark Chequer
Financial advisor at Morgan Stanley
Based in Oakland, California, Christopher Chequer is a fiduciary financial advisor with 9 years of industry experience. Christopher joined Morgan Stanley in 2018, after less than a year at Edward Jones. Morgan Stanley offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, flat fees, and commissions.
One of 271 advisors with offices in Oakland, and one of 231 fiduciaries.
At a glance
Experience9 years (since 2017)
How that compares ?9 years in the industry
Office1999 Harrison Street Suite 2200, Oakland, CA 94612
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 ?2 states
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
- 2018 – nowMorgan StanleyCurrent firm
- Jan 2018 – Jun 2018Edward JonesPreviously
Contact Christopher
(914) 225-5510Firm headquarters in Purchase, NY. Ask for Christopher. 1999 Harrison Street Suite 2200Oakland, CA 94612Office · Get directions Firm websiteHTTP://WWW.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 Chequer. Christopher works from the Oakland, CA office.
How long has Christopher been a financial advisor?
Christopher has been in the industry since 2017, about 9 years. 9 years in the industry.
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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