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Wen-Yueh Hu

20 Years of Experience
Menlo Park, CA
Broker

Wen-Yueh Hu is a registered investment advisor at Morgan Stanley, based in Menlo Park, CA, with 20 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

2775 Sand Hill Road, Suite 120, Menlo Park, CA, 94025

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Wen-Yueh owns rental property in South San Francisco since 2019 and hires a property management firm to rent it out. Wen-Yueh spends minimal time on this activity after business hours.

Employment History
Current Registrations
Morgan StanleyBroker
November 2018 - Present · 7 yrs 6 mos
Morgan Stanley
November 2018 - Present · 7 yrs 6 mos
Previous Registrations
UBS Financial Services INC.Broker
January 2010 - October 2018 · 8 yrs 9 mos
UBS Financial Services INC.
January 2010 - October 2018 · 8 yrs 9 mos
UBS International INC.
October 2007 - January 2010 · 2 yrs 3 mos
UBS International INC.Broker
August 2007 - January 2010 · 2 yrs 5 mos
Primevest Financial Services, INC.Broker
November 2006 - November 2006 · 0 mos
Sinopac Financial Services (USA) LTD.Broker
February 2005 - April 2007 · 2 yrs 2 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.