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Thet Myothwe

21 Years of Experience
San Francisco, CA
Broker

Thet Myothwe is a registered investment advisor at Morgan Stanley, based in San Francisco, CA, with 21 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

101 California Street 23rd Floor, San Francisco, CA, 94111

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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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Other Business Activities

Thet is involved with the CAIA San Francisco Bay Area Chapter in an educational role, focusing on business development and growth. This takes minimal time outside of business hours.

Employment History
Current Registrations
Morgan StanleyBroker
May 2023 - Present · 3 yrs
Morgan Stanley
May 2023 - Present · 3 yrs
Previous Registrations
Proxy Wealth Advisors LLC
April 2021 - September 2022 · 1 yr 5 mos
Northwestern Mutual Investment Services, LLCBroker
October 2019 - December 2020 · 1 yr 2 mos
Charles Schwab & CO., INC.Broker
March 2001 - November 2016 · 15 yrs 8 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
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.
Thet Myothwe - Financial Advisor | TrueAdvisor