Lin Wu is a registered investment advisor at Morgan Stanley, based in Mountain View, CA, with 19 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
650 Castro Street, Suite 105, Mountain View, CA, 94041
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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
March 2022 - Present · 4 yrs 2 mos
Morgan Stanley
March 2022 - Present · 4 yrs 2 mos
Previous Registrations
Wells Fargo Clearing Services, LLCBroker
February 2013 - February 2022 · 9 yrs
Wells Fargo Clearing Services, LLC
January 2013 - February 2022 · 9 yrs 1 mo
Wells Fargo Advisors, LLCBroker
January 2011 - July 2011 · 6 mos
Wells Fargo Advisors, LLC
January 2011 - July 2011 · 6 mos
Wells Fargo Investments, LLC
November 2005 - January 2011 · 5 yrs 2 mos
Wells Fargo Investments, LLCBroker
October 2005 - January 2011 · 5 yrs 3 mos
Banc of America Investment Services, INC.Broker
October 2003 - August 2004 · 10 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.