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Chelsea Deng
25 Years of Experience
Beverly Hills, CA
1 DisclosureBroker
Chelsea Deng is a registered investment advisor at Morgan Stanley, based in Beverly Hills, CA, 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
9665 Wilshire Boulevard, Suite 600, Beverly Hills, CA, 90212
Get directionsHistory
Regulatory History (1)
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Customer Dispute
November 2023Award / Judgment
Employment History
Current Registrations
Morgan Stanley
February 2019 - Present · 7 yrs 3 mos
Morgan StanleyBroker
February 2019 - Present · 7 yrs 3 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
January 2006 - February 2019 · 13 yrs 1 mo
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
January 2006 - February 2019 · 13 yrs 1 mo
Morgan Stanley
January 2001 - January 2006 · 5 yrs
Morgan Stanley Dw INC.Broker
June 2000 - January 2006 · 5 yrs 7 mos
State Registrations6 states
AZCACONVNYTX
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.