PH
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Pearl Huang

10 Years of Experience
Pasadena, CA
Broker

Pearl Huang is a registered investment advisor at Morgan Stanley, based in Pasadena, CA, with 10 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

55 South Lake Avenue Pasadena Towers - Tower II, Suite 700, Pasadena, CA, 91101

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Employment History
Current Registrations
Morgan StanleyBroker
May 2025 - Present · 1 yr
Morgan Stanley
May 2025 - Present · 1 yr
Previous Registrations
Wells Fargo Advisors
November 2019 - August 2024 · 4 yrs 9 mos
Wells Fargo Clearing Services, LLCBroker
October 2019 - August 2024 · 4 yrs 10 mos
Hsbc Securities (USA) INC.
May 2006 - August 2006 · 3 mos
Hsbc Securities (USA) INC.Broker
January 2005 - August 2006 · 1 yr 7 mos
Hsbc Brokerage (USA) INC.Broker
May 2004 - January 2005 · 8 mos
Charles Schwab & CO., INC.
March 2003 - May 2004 · 1 yr 2 mos
Charles Schwab & CO., INC.Broker
March 2003 - May 2004 · 1 yr 2 mos
Morgan Stanley
October 2001 - January 2003 · 1 yr 3 mos
Morgan Stanley Dw INC.Broker
July 2001 - January 2003 · 1 yr 6 mos
State Registrations26 states
AZCACOCTDEFLGAHIILINMAMDMIMNMONCNDNJNVNYOHORTXUTVAWA
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.