MC
MC

Minyu Chang

26 Years of Experience
Palo Alto, CA
Broker

Minyu Chang is a registered investment advisor at Morgan Stanley, based in Palo Alto, CA, 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
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Location

245 Lytton Avenue, Suite 200, Palo Alto, CA, 94301

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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

Minyu is a sole proprietor/owner of a real estate business in San Francisco since July 2021, which is investment-related. This activity involves property management and takes minimal time during business hours.

Employment History
Current Registrations
Morgan Stanley
September 2017 - Present · 8 yrs 8 mos
Morgan Stanley
September 2017 - Present · 8 yrs 8 mos
Morgan StanleyBroker
September 2017 - Present · 8 yrs 8 mos
Previous Registrations
UBS Financial Services INC.Broker
January 2010 - September 2017 · 7 yrs 8 mos
UBS Financial Services INC.
January 2010 - September 2017 · 7 yrs 8 mos
UBS International INC.
June 2002 - January 2010 · 7 yrs 7 mos
UBS International INC.Broker
June 2002 - January 2010 · 7 yrs 7 mos
Merrill Lynch Pierce Fenner & Smith INC.
September 1999 - June 2002 · 2 yrs 9 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
June 1999 - June 2002 · 3 yrs
State Registrations22 states
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AdvisorBrokerBoth

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Exams
No exam information available for this advisor.