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Esther Teng

23 Years of Experience
Cupertino, CA
Broker

Esther Teng is a registered investment advisor at Morgan Stanley, based in Cupertino, CA, with 23 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

20400 Stevens Creek Boulevard, Suite 350, Cupertino, CA, 95014

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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

Esther owns and manages two rental properties, one since 2000 and another since 2021. One property is in San Francisco and the other is in Dublin, California, and she dedicates minimal time to these activities.

Employment History
Current Registrations
Morgan StanleyBroker
February 2011 - Present · 15 yrs 3 mos
Morgan Stanley
February 2011 - Present · 15 yrs 3 mos
Previous Registrations
Citigroup Global Markets INC.Broker
June 2010 - January 2011 · 7 mos
Citigroup Global Markets INC.
June 2010 - January 2011 · 7 mos
Investment Advisors International, INC.
March 2010 - June 2010 · 3 mos
World Group Securities, INC.Broker
February 2010 - June 2010 · 4 mos
Ucb Investment Services, INC.
November 2007 - March 2008 · 4 mos
Ucb Investment Services, INC.Broker
November 2007 - March 2008 · 4 mos
Citicorp Investment Services
December 2004 - February 2007 · 2 yrs 2 mos
Citicorp Investment ServicesBroker
November 1999 - February 2007 · 7 yrs 3 mos
State Registrations51 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPARISCSDTNTXUTVAVTWAWIWVWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.