GW
GW

Gary Wong

32 Years of Experience
Paramus, NJ
1 DisclosureBroker

Gary Wong is a registered investment advisor at Morgan Stanley, based in Paramus, NJ, 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
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Location

61 South Paramus Road, 3rd Floor, Paramus, NJ, 07652

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
May 2009
Settled
Employment History
Current Registrations
Morgan Stanley
June 2011 - Present · 14 yrs 11 mos
Morgan StanleyBroker
June 2011 - Present · 14 yrs 11 mos
Previous Registrations
UBS Financial Services INC.
June 2002 - June 2011 · 9 yrs
UBS Financial Services INC.Broker
January 1999 - June 2011 · 12 yrs 5 mos
Morgan Stanley & CO., IncorporatedBroker
October 1993 - February 1999 · 5 yrs 4 mos
State Registrations21 states
AZCACOCTFLGAHIMAMDMNMTNCNJNYORPASCTNTXVTWA
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.