Wen Wu is a registered investment advisor at Morgan Stanley, based in Menlo Park, CA, with 23 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
Loading...
Location
2775 Sand Hill Road, Suite 120, Menlo Park, CA, 94025
Get directionsHistory
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.
Learn about disclosures →Employment History
Current Registrations
Morgan StanleyBroker
February 2023 - Present · 3 yrs 3 mos
Morgan Stanley
February 2023 - Present · 3 yrs 3 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
January 2008 - February 2023 · 15 yrs 1 mo
Merrill Lynch, Pierce, Fenner & Smith Incorporated
January 2008 - February 2023 · 15 yrs 1 mo
Citigroup Global Markets INC.
May 2007 - January 2008 · 8 mos
Citigroup Global Markets INC.Broker
May 2007 - January 2008 · 8 mos
Citicorp Investment Services
November 2006 - May 2007 · 6 mos
Citicorp Investment ServicesBroker
March 2004 - May 2007 · 3 yrs 2 mos
AXA Advisors, LLC
April 2002 - May 2003 · 1 yr 1 mo
AXA Advisors, LLCBroker
April 2002 - May 2003 · 1 yr 1 mo
State Registrations10 states
CACTFLMAMINCNYORTXWA
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.