GC
GC

Gregory Cho

24 Years of Experience
Santa Rosa, CA
Broker

Gregory Cho is a registered investment advisor at Morgan Stanley, based in Santa Rosa, 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

3562 Round Barn Circle, 1st Floor, Santa Rosa, CA, 95403

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History

Regulatory History
Clean regulatory record

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

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Other Business Activities

Gregory owns rental properties in Rohnert Park, CA, and is the secretary for TAG, a professional networking group. He also volunteers with Santa Rosa United, a youth sports organization, handling check signing and fund disbursements.

Employment History
Current Registrations
Morgan StanleyBroker
June 2009 - Present · 16 yrs 11 mos
Morgan Stanley
June 2009 - Present · 16 yrs 11 mos
Previous Registrations
Citigroup Global Markets INC.Broker
May 2004 - June 2009 · 5 yrs 1 mo
Citigroup Global Markets INC.
May 2004 - June 2009 · 5 yrs 1 mo
UBS Financial Services INC.
May 2002 - May 2004 · 2 yrs
UBS Financial Services INC.Broker
April 2002 - May 2004 · 2 yrs 1 mo
Quest Capital Strategies, INC.Broker
November 2001 - December 2001 · 1 mo
State Registrations38 states
AKARAZCACOCTFLGAHIIDILINLAMAMDMEMIMNMTNCNJNMNVNYOHOKORPARISCTNTXUTVAVirgin IslandsWAWIWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.