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Fei Wang

25 Years of Experience
Chicago, IL
Broker

Fei Wang is a registered investment advisor at Morgan Stanley, based in Chicago, IL, with 25 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

233 South Wacker Drive Suite 9200, Pwm, Chicago, IL, 60606

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Morgan StanleyBroker
April 2021 - Present · 5 yrs 1 mo
Morgan Stanley
April 2021 - Present · 5 yrs 1 mo
Previous Registrations
UBS Financial Services INC.Broker
May 2008 - April 2021 · 12 yrs 11 mos
UBS Financial Services INC.
May 2008 - April 2021 · 12 yrs 11 mos
J. P. Morgan Securities INC.
September 2006 - May 2008 · 1 yr 8 mos
J.P. Morgan Securities INC.Broker
July 2006 - May 2008 · 1 yr 10 mos
Jpmorgan Securities INC
October 2004 - September 2006 · 1 yr 11 mos
Banc One Securities CorporationBroker
March 2004 - July 2006 · 2 yrs 4 mos
Van Kampen Funds INC.Broker
September 2000 - March 2004 · 3 yrs 6 mos
H&r Block Financial Advisors, INC.Broker
March 2000 - August 2000 · 5 mos
State Registrations30 states
AZCACOCTDEFLGAIAILINMAMDMIMNMSMTNJNVNYOHORPAPRSCTNTXVAVirgin IslandsWAWI
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.
Fei Wang - Financial Advisor | TrueAdvisor