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Stacey Chung

24 Years of Experience
Irvine, CA
Broker

Stacey Chung is a registered investment advisor at Morgan Stanley, based in Irvine, CA, with 24 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

1901 Main Street, Suite 700, Irvine, CA, 92614

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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

Stacey is a partner at TTK Company LLC, an investment-related consulting firm in Ontario, California. This activity takes minimal time during business hours.

Employment History
Current Registrations
Morgan Stanley
June 2009 - Present · 16 yrs 11 mos
Morgan StanleyBroker
June 2009 - Present · 16 yrs 11 mos
Previous Registrations
Citigroup Global Markets INC.
September 2005 - June 2009 · 3 yrs 9 mos
Citigroup Global Markets INC.Broker
September 2005 - June 2009 · 3 yrs 9 mos
Morgan Stanley Dw INC.Broker
July 2001 - September 2005 · 4 yrs 2 mos
State Registrations34 states
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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.
Stacey Chung - Financial Advisor | TrueAdvisor