CW
CW

Chiang Wu

32 Years of Experience
Coral Gables, FL
Broker

Chiang Wu is a registered investment advisor at Morgan Stanley, based in Coral Gables, FL, with 32 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
Loading...

Location

220 Alhambra Circle, 10th Floor, Coral Gables, FL, 33134

Get directions

History

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 →
Other Business Activities

Chiang is a managing member of Palm Bay Condo 1103 LLC (since 2012) and Jockey 356 LLC (since 2019), both rental property and holding companies, respectively. Chiang is also an officer for Palm Bay Towers Board Association (since 2021), dedicating minimal time to property management after business hours.

Employment History
Current Registrations
Morgan Stanley
June 2009 - Present · 16 yrs 11 mos
Morgan StanleyBroker
June 2009 - Present · 16 yrs 11 mos
Previous Registrations
Citigroup Global Markets INC.
August 2007 - June 2009 · 1 yr 10 mos
Citigroup Global Markets INC.Broker
March 2002 - June 2009 · 7 yrs 3 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
October 1995 - February 2002 · 6 yrs 4 mos
Citicorp Investment ServicesBroker
June 1993 - August 1995 · 2 yrs 2 mos
State Registrations12 states
CADEFLMDNCNJNYOHSCSDTXWY
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.