Michael Hsu is a registered investment advisor at Morgan Stanley, based in San Mateo, CA, with 16 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
411 Borel Avenue, Suite 220, San Mateo, CA, 94402
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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 Stanley
September 2020 - Present · 5 yrs 8 mos
Morgan StanleyBroker
September 2020 - Present · 5 yrs 8 mos
Previous Registrations
Advicebridge, INC.
December 2014 - January 2018 · 3 yrs 1 mo
Transamerica Financial Advisors, INCBroker
October 2014 - December 2014 · 2 mos
Advicebridge, INC.
January 2013 - October 2014 · 1 yr 9 mos
PFS Investments INC.Broker
April 2012 - October 2012 · 6 mos
Primerica Advisors
April 2012 - October 2012 · 6 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
February 2008 - April 2010 · 2 yrs 2 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
February 2008 - April 2010 · 2 yrs 2 mos
Lincoln Financial Advisors Corporation
July 2004 - February 2008 · 3 yrs 7 mos
Lincoln Financial Advisors CorporationBroker
June 2004 - February 2008 · 3 yrs 8 mos
The Lincoln National Life Insurance CompanyBroker
June 2004 - April 2006 · 1 yr 10 mos
State Registrations16 states
AZCAFLGAHIIANCNENJNVNYSDTXUTWAWI
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.