Justin Yip is a registered investment advisor at Morgan Stanley, based in Palo Alto, CA, with 14 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
1400 Page Mill Road, Palo Alto, CA, 94304
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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 2015 - Present · 10 yrs 8 mos
Morgan StanleyBroker
September 2015 - Present · 10 yrs 8 mos
Previous Registrations
UBS Financial Services INC.Broker
October 2013 - September 2015 · 1 yr 11 mos
UBS Financial Services INC.
October 2013 - September 2015 · 1 yr 11 mos
Stifel, Nicolaus & Company, Incorporated
March 2013 - April 2013 · 1 mo
Amerivest Investment Management, LLC
May 2010 - February 2012 · 1 yr 9 mos
TD Ameritrade, INC.
May 2010 - February 2012 · 1 yr 9 mos
TD Ameritrade, INC.Broker
January 2010 - February 2012 · 2 yrs 1 mo
State Registrations37 states
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AdvisorBrokerBoth
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.