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Fulton Chang

22 Years of Experience
Cupertino, CA
Broker

Fulton Chang is a registered investment advisor at Morgan Stanley, based in Cupertino, CA, with 22 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

20400 Stevens Creek Boulevard, Suite 350, Cupertino, CA, 95014

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History

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.

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Other Business Activities

Fulton co-owns rental property in Arcadia, California, since May 2023. He dedicates minimal time to property management outside of business hours.

Employment History
Current Registrations
Morgan Stanley
August 2012 - Present · 13 yrs 11 mos
Morgan StanleyBroker
August 2012 - Present · 13 yrs 11 mos
Previous Registrations
Wells Fargo Advisors, LLCBroker
January 2011 - August 2012 · 1 yr 7 mos
Wells Fargo Advisors, LLC
January 2011 - August 2012 · 1 yr 7 mos
Wells Fargo Investments, LLC
October 2005 - January 2011 · 5 yrs 3 mos
Wells Fargo Investments, LLCBroker
March 2005 - January 2011 · 5 yrs 10 mos
Banc of America Investment Services, INC.Broker
May 2003 - September 2004 · 1 yr 4 mos
State Registrations16 states
CADEFLGAHIMAMONCNVNYORSCSDTXWAWI
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
Fulton Chang - Financial Advisor | TrueAdvisor