Sun Hong is a registered investment advisor at Morgan Stanley, based in Garden City, NY, 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
1200 Franklin Avenue, 2nd Floor, Garden City, NY, 11530
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Regulatory History (2)
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Customer Dispute
March 2010Denied
Customer Dispute
September 2009Denied
Employment History
Current Registrations
Morgan Stanley
June 2016 - Present · 9 yrs 11 mos
Morgan StanleyBroker
June 2016 - Present · 9 yrs 11 mos
Previous Registrations
Metlife Securities INC.
May 2007 - June 2016 · 9 yrs 1 mo
Metlife Securities, INCBroker
April 2001 - June 2016 · 15 yrs 2 mos
Metropolitan Life Insurance CompanyBroker
April 2001 - July 2007 · 6 yrs 3 mos
State Registrations18 states
AKALCACOCTGAILMAMDMONCNJNYOKPATNTXVA
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.