Michelle Peng is a ChFC-designated registered investment advisor at Morgan Stanley, based in Pleasanton, 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
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IM Fee
Assets Under Management
Fee Structure
Location
Pleasanton, CA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Michelle is a partner in Bestig LLC and Sieger LLC, involved in real estate and technology respectively. She also owns and manages multiple rental properties in various locations, and is a co-trustee of her spouse's defined benefit plan, dedicating minimal time to these activities.
Employment History
Current Registrations
Morgan Stanley
Morgan StanleyBroker
Morgan Stanley
Previous Registrations
Wells Fargo Clearing Services, LLCBroker
Wells Fargo Clearing Services, LLC
Wells Fargo Investments, LLC
Wells Fargo Investments, LLCBroker
Banc of America Investment Services, INC.
Banc of America Investment Services, INC.Broker
State Registrations28 states
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