YL
YL

Yangchen Lama

20 Years of Experience
Beverly Hills, CA
Broker

Yangchen Lama is a registered investment advisor at Morgan Stanley, based in Beverly Hills, 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

9665 Wilshire Boulevard, Suite 600, Beverly Hills, CA, 90212

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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

Yangchen serves as a board of trustees member for Antioch University Los Angeles since 2009, acting as an ambassador for the university. Yangchen also serves as a board member for Private School Axis, dedicating minimal time to fundraising activities.

Employment History
Current Registrations
Morgan Stanley
October 2009 - Present · 16 yrs 7 mos
Morgan StanleyBroker
October 2009 - Present · 16 yrs 7 mos
Previous Registrations
UBS Financial Services INC.
December 2005 - October 2009 · 3 yrs 10 mos
UBS Financial Services INC.Broker
October 2005 - October 2009 · 4 yrs
State Registrations37 states
ALAZCACOCTDCDEFLGAHIIDILKSKYLAMAMDMIMNMOMSNCNJNVNYOHORPARISCTXUTVAVTVirgin IslandsWAWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.