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Wei Shen

13 Years of Experience
San Francisco, CA
Broker

Wei Shen is a registered investment advisor at Morgan Stanley, based in San Francisco, CA, 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

555 California Street, 35th Floor, San Francisco, CA, 94104

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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.

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Other Business Activities

Wei has power of attorney (POA) responsibilities starting in February 2023. This activity is investment-related and requires minimal time.

Employment History
Current Registrations
Morgan Stanley
June 2016 - Present · 9 yrs 11 mos
Morgan StanleyBroker
May 2016 - Present · 10 yrs
Previous Registrations
Clsa Americas, LLCBroker
June 2014 - February 2015 · 8 mos
Macquarie Securities (USA) INC.Broker
December 2006 - June 2007 · 6 mos
Morgan Stanley & CO., IncorporatedBroker
September 1997 - August 1999 · 1 yr 11 mos
J.P. Morgan Securities INC.Broker
November 1996 - September 1997 · 10 mos
State Registrations22 states
AZCACOCTDEFLIDILMAMIMTNHNJNMNYORPATNTXVAWAWY
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.
Wei Shen - Financial Advisor | TrueAdvisor