Top Content Curve
Chris Symank
Chris Symank
Guided Portfolio Manager
Financial Advisor
6160 Stoneridge Mall Road
Suite 150
Pleasanton, CA 94588
tel: 925-730-3810
toll free: 800-834-4434
fax: 925-730-3868
Email Me
Welcome Experience Services Education Associations
Welcome

We know what's behind the money you've earned. That's why all of our investment experience, capabilities and resources are focused on one objective: to help you invest wisely. Our approach to investing is based on our time-tested way of doing business. We offer our clients intelligent counsel based on our research, intellect and hard work. It's an approach that has helped our clients work toward their financial goals since our firm was established over a century ago.
Business Experience
  • Present: Morgan Stanley Smith Barney*
    Guided Portfolio Manager
    Financial Advisor, FPA
    Pleasanton, CA
  • Prior Experience: Sunny Cal Sales
    Business Owner, Vice President of Sales
    Reedley, CA
  • California Olvie Oil Manufacturing Company
    President
    Reedley, CA
Services
  • Asset Management
  • Wealth Management
  • Family Consulting
  • Estate Planning
  • Corporate Pension Funds
  • Retirement Planning
  • Executive Financial Services
  • Business Planning
  • Corporate Retirement Plans
  • Qualified Retirement Plans
  • Business Succession Planning
Education and Licensing
  • Bachelor of Arts, 1993
    Stanford University
    Stanford, CA
  • Series 7 & 66 Licensed
  • California Insurance Licensed
Associations
  • Tri-Valley Business Forum
  • East Bay MashEx
  • Stanford Alumni Association
Bulletin Board
  • The highest compliment I can receive is the referral of your friends, family and business associates. One way to share this information is by clicking on E-mail This Site to a Friend.
  • See Special Reports for the October On the Markets featuring "A Virtuous Cycle”. A virtuous cycle has emerged, supplanting that vicious cycle of the past year, whereby financial conditions and economic activity have improved simultaneously to become mutually reinforcing influences. Chief Investment Officer Jeff Applegate, Chief Investment Strategist David M. Darst and Global Investment Strategist Charles Reinhard examine this important development. Also featured "Too Far Too Fast?” Emerging markets equities are up 60% so far this year and have doubled since their year-ago lows. Emerging Markets Strategist Barbara Reinhard weighs fundamental, valuation and investment sentiment to see if these markets have gone too far too fast.
Chris Symank is licensed in the following state(s): AR, CA, CO, IL, MA, MO, NV, UT, VA, WA
This information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
*Includes years at Smith Barney, affiliates and predecessor firms.
Morgan Stanley Smith Barney LLC and its affiliates do not provide tax or legal advice. To the extent that this material or any attachment concerns tax matters, it is not intended to be used and cannot be used by a taxpayer for the purpose of avoiding penalties that may be imposed by law.   Any such taxpayer should seek advice based on the taxpayer's particular circumstances from an independent tax advisor.
FEATURED REPORTS

Making Plans: The Value of Financial Planning (pdf)

Personal Wealth Questionnaire (pdf)

Give your Business and Your Life a Financial Advisor (pdf)
Bottom Content Curve
Morgan Stanley Smith Barney
New Relationship & Revised Terms of Use

Welcome to the web site for Smith Barney online clients and guests of Morgan Stanley Smith Barney LLC ("MSSB"), a joint venture formed by the combination of the Global Wealth Management Group of Morgan Stanley & Co. Incorporated and the Smith Barney division of Citigroup Global Markets Inc. You have reached this site because you are a client or a guest web site user of smithbarney.com.

Throughout the site, any references to Smith Barney, the Smith Barney division of Citigroup Global Markets Inc. or terms such as "the firm," "we," "us," "our" or similar terms should be read on this site as the Smith Barney channel of Morgan Stanley Smith Barney LLC. The Terms of Use and other provisions and disclosures such as the site's online privacy statement that govern your use of this site and any of its services have been revised so that such terms, provisions and disclosures are now between you and the new firm, MSSB. Your continued use of the site indicates your agreement with its revised terms of use as amended.

Morgan Stanley Smith Barney LLC is registered with the Securities and Exchange Commission as a broker/dealer and investment advisor. Some products or services may continue to be available though Citi or Citigroup Global Markets Inc. Read more on the "Statement of Morgan Stanley Smith Barney LLC and Citigroup Global Markets Inc. Responsibilities" that describes their respective roles and functions.

© 2009 Morgan Stanley Smith Barney LLC. Member SIPC. Accounts carried by Citigroup Global Markets Inc. All rights reserved.
[Accept]