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Wilton Owyang

27 Years of Experience
Fresno, CA
Broker

Wilton Owyang is a registered investment advisor at Morgan Stanley, based in Fresno, CA, with 27 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

5250 North Palm Avenue, Suite 321, Fresno, CA, 93704

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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

Wilton is a partner in Skin Specialists LLC, a retail and online store, since 2019. He spends about 10-20% of his time on this investment-related activity after business hours.

Employment History
Current Registrations
Morgan Stanley
August 2022 - Present · 4 yrs 1 mo
Morgan StanleyBroker
August 2022 - Present · 4 yrs 1 mo
Previous Registrations
Wells Fargo Clearing Services, LLC
July 2000 - August 2022 · 22 yrs 1 mo
Wells Fargo Clearing Services, LLCBroker
June 2000 - August 2022 · 22 yrs 2 mos
Prudential Securities IncorporatedBroker
September 1998 - June 2000 · 1 yr 9 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
Wilton Owyang - Financial Advisor | TrueAdvisor