Nga Pho is a registered investment advisor at Morgan Stanley, based in Chapel Hill, NC, with 13 years of industry experience. Their practice areas include Investment Management. Their firm serves 2,539,760 clients with $1700B in assets under management.
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
23050 advisors
IM Fee
Planning only
Assets Under Management
$1650.0B
Fee Structure
Investment management only (planning not offered)
Annual Retainer:Up to $500,000/year
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Location
6340 Quadrangle Drive, Suite 300, Chapel Hill, NC, 27517
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Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Morgan Stanley
November 2024 - Present · 1 yr 8 mos
Morgan StanleyBroker
November 2024 - Present · 1 yr 8 mos
Previous Registrations
Morgan Stanley
November 2022 - October 2024 · 1 yr 11 mos
Morgan StanleyBroker
November 2022 - October 2024 · 1 yr 11 mos
Edward Jones
July 2020 - October 2021 · 1 yr 3 mos
Edward JonesBroker
July 2020 - October 2021 · 1 yr 3 mos
Morgan Stanley
August 2017 - October 2018 · 1 yr 2 mos
Morgan StanleyBroker
May 2017 - October 2018 · 1 yr 5 mos
Morgan Stanley Smith Barney LLC
June 2009 - June 2010 · 1 yr
Morgan Stanley Smith BarneyBroker
June 2009 - June 2010 · 1 yr
Citigroup Global Markets INC.
March 2008 - June 2009 · 1 yr 3 mos
Citigroup Global Markets INC.Broker
January 2008 - June 2009 · 1 yr 5 mos
Smith Barney INC.Broker
July 1994 - February 1996 · 1 yr 7 mos
Kidder, Peabody & CO. IncorporatedBroker
March 1994 - June 1994 · 3 mos
Lehman Brothers INC.Broker
September 1989 - December 1992 · 3 yrs 3 mos
State Registrations52 states
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AdvisorBrokerBoth
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Exams
No exam information available for this advisor.