AC
AC

Audrey Chang

22 Years of Experience
Pasadena, CA
Broker

Audrey Chang is a registered investment advisor at Morgan Stanley, based in Pasadena, CA, with 22 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

55 South Lake Avenue Pasadena Towers - Tower II, Suite 700, Pasadena, CA, 91101

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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

Audrey owns rental property in Alhambra, CA, since December 2014. This activity as owner and landlord requires minimal time and is investment-related.

Employment History
Current Registrations
Morgan Stanley
December 2018 - Present · 7 yrs 5 mos
Morgan StanleyBroker
October 2018 - Present · 7 yrs 7 mos
Morgan Stanley
October 2018 - Present · 7 yrs 7 mos
Previous Registrations
RBC Capital Markets, LLC
June 2014 - December 2014 · 6 mos
RBC Capital Markets, LLCBroker
June 2014 - December 2014 · 6 mos
Morgan StanleyBroker
June 2009 - June 2014 · 5 yrs
Morgan Stanley
June 2009 - June 2014 · 5 yrs
Citigroup Global Markets INC.
August 2005 - June 2009 · 3 yrs 10 mos
Citigroup Global Markets INC.Broker
August 2005 - June 2009 · 3 yrs 10 mos
Merrill Lynch Pierce Fenner & Smith INC.
March 2003 - August 2005 · 2 yrs 5 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
September 2000 - August 2005 · 4 yrs 11 mos
Wma Securities, INC.Broker
December 1999 - June 2000 · 6 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.