Gregory Woo is a registered investment advisor at Morgan Stanley, based in Honolulu, HI, with 26 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
Loading...
Location
733 Bishop Street, Suite 2800, Honolulu, HI, 96813
Get directionsHistory
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
March 2001Denied
Employment History
Current Registrations
Morgan StanleyBroker
June 2009 - Present · 16 yrs 11 mos
Morgan Stanley
June 2009 - Present · 16 yrs 11 mos
Previous Registrations
Citigroup Global Markets INC.
April 2007 - June 2009 · 2 yrs 2 mos
Citigroup Global Markets INC.Broker
April 2007 - June 2009 · 2 yrs 2 mos
VALIC Financial Advisors, INC.
November 2002 - March 2007 · 4 yrs 4 mos
The Variable Annuity Marketing CompanyBroker
April 1999 - December 2001 · 2 yrs 8 mos
VALIC Financial Advisors, INC.Broker
April 1999 - March 2007 · 7 yrs 11 mos
State Registrations12 states
CACOHIILMTNVNYORRITXWAWI
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.