RC
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Richard Cheong

4 Years of Experience
Honolulu, HI
Broker

Richard Cheong is a registered investment advisor at Morgan Stanley, based in Honolulu, HI, with 4 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

733 Bishop Street, Suite 2800, Honolulu, HI, 96813

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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

Richard owns two rental properties in Honolulu, Hawaii. He spends minimal time on property management outside of business hours.

Employment History
Current Registrations
Morgan Stanley
April 2023 - Present · 3 yrs 1 mo
Morgan StanleyBroker
March 2023 - Present · 3 yrs 2 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
August 2005 - March 2007 · 1 yr 7 mos
State Registrations26 states
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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.
Richard Cheong - Financial Advisor | TrueAdvisor