David Ho is a registered investment advisor at Morgan Stanley, based in Palo Alto, CA, with 19 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
245 Lytton Avenue, Suite 200, Palo Alto, CA, 94301
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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
July 2023 - Present · 2 yrs 10 mos
Morgan StanleyBroker
July 2023 - Present · 2 yrs 10 mos
Previous Registrations
Equitybee Securities, LLCBroker
May 2022 - February 2023 · 9 mos
Charles Schwab & CO., INC.
July 2017 - May 2022 · 4 yrs 10 mos
Charles Schwab & CO., INC.Broker
June 2011 - May 2022 · 10 yrs 11 mos
Hsbc Securities (USA) INC.Broker
December 2007 - May 2011 · 3 yrs 5 mos
Citigroup Global Markets INC.Broker
May 2007 - November 2007 · 6 mos
Citicorp Investment ServicesBroker
March 2006 - May 2007 · 1 yr 2 mos
State Registrations37 states
AKALAZCACODCFLGAHIIDILINKSKYMAMDMIMONCNJNMNVNYOKORPARISCSDTNTXUTVAVirgin IslandsWAWIWY
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.