Shao Te is a registered investment advisor at Morgan Stanley, based in Palo Alto, CA, with 35 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
245 Lytton Avenue, Suite 200, Palo Alto, CA, 94301
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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
September 2011 - Present · 14 yrs 8 mos
Morgan Stanley
September 2011 - Present · 14 yrs 8 mos
Morgan StanleyBroker
September 2011 - Present · 14 yrs 8 mos
Previous Registrations
Wells Fargo Advisors, LLCBroker
January 2011 - September 2011 · 8 mos
Wells Fargo Advisors, LLC
January 2011 - September 2011 · 8 mos
Wells Fargo Investments, LLC
May 2001 - January 2011 · 9 yrs 8 mos
Wells Fargo Investments, LLCBroker
May 2001 - January 2011 · 9 yrs 8 mos
Wells Fargo Securities INC.Broker
June 1999 - May 2001 · 1 yr 11 mos
Citicorp Investment ServicesBroker
February 1996 - July 1999 · 3 yrs 5 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
November 1990 - December 1995 · 5 yrs 1 mo
The Stuart-James Company, IncorporatedBroker
April 1990 - October 1990 · 6 mos
State Registrations11 states
AZCACTMAMTNJNVNYORTXWA
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.