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Weber Wang

33 Years of Experience
Westlake Village, CA
Broker

Weber Wang is a registered investment advisor at Morgan Stanley, based in Westlake Village, CA, with 33 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

100 North Westlake Boulevard, Suite 200, Westlake Village, CA, 91362

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Weber is a sole proprietor/owner of rental property in Honolulu, Hawaii, since 2000. He dedicates minimal time during business hours to property management.

Employment History
Current Registrations
Morgan Stanley
March 2022 - Present · 4 yrs 6 mos
Morgan Stanley
March 2022 - Present · 4 yrs 6 mos
Morgan StanleyBroker
March 2022 - Present · 4 yrs 6 mos
Previous Registrations
Oppenheimer & CO. INC.
June 2021 - March 2022 · 9 mos
Oppenheimer & CO. INC.Broker
May 2021 - March 2022 · 10 mos
Wells Fargo Clearing Services, LLC
May 2007 - June 2021 · 14 yrs 1 mo
Wells Fargo Clearing Services, LLCBroker
May 2007 - June 2021 · 14 yrs 1 mo
Charles Schwab & CO., INC.
December 1999 - May 2007 · 7 yrs 5 mos
Charles Schwab & CO., INC.Broker
July 1999 - May 2007 · 7 yrs 10 mos
Gbs Financial CORP.Broker
February 1995 - April 1999 · 4 yrs 2 mos
First Affiliated SecuritiesBroker
April 1992 - August 1995 · 3 yrs 4 mos
Baraban Securities, INC.Broker
March 1992 - April 1992 · 1 mo
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.