Cheryl Wong is a registered investment advisor at Morgan Stanley, based in San Jose, CA, with 28 years of industry experience. Their practice areas include Investment Management. Their firm serves 2,539,760 clients with $1700B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Location
225 West Santa Clara Street, Suite 900, San Jose, CA, 95113
Get directionsHistory
Regulatory History
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
Cheryl owns two rental properties in Pleasanton and San Jose, California, since 2000, spending minimal time on accounting/bookkeeping. She is also a board member on the Finance Committee for Project Hired in San Jose, dedicating minimal time to check signing/funds disbursements.
Employment History
Current Registrations
Morgan StanleyBroker
Morgan Stanley
Previous Registrations
Kan Wealth Management, LLC
Gemmer Asset Management LLC
Sowell Management Services
Concert Capital Management
Concert Wealth Management
Comerica Securities
Comerica SecuritiesBroker
Take Charge FinancialBroker
Comerica SecuritiesBroker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations46 states
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.