Stephanie Tchong is a registered investment advisor at Morgan Stanley, based in Irvine, CA, with 13 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
1901 Main Street, Suite 700, Irvine, CA, 92614
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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
July 2025 - Present · 1 yr
Morgan Stanley
July 2025 - Present · 1 yr
Previous Registrations
J.P. Morgan Securities LLC
June 2024 - July 2025 · 1 yr 1 mo
J.P. Morgan Securities LLCBroker
April 2017 - July 2025 · 8 yrs 3 mos
J.P. Morgan Institutional Investments INC.Broker
March 2008 - February 2010 · 1 yr 11 mos
Credit Suisse Asset Management Securities, INC.Broker
February 2005 - March 2008 · 3 yrs 1 mo
State Registrations20 states
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AdvisorBrokerBoth
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Exams
No exam information available for this advisor.