PH
PH
Philip Hoang is a registered investment advisor at Morgan Stanley, based in Menlo Park, CA, with 18 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
Get directionsHistory
Regulatory History (1)
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Customer Dispute
October 2025Pending
Employment History
Current Registrations
Morgan StanleyBroker
February 2010 - Present · 16 yrs 5 mos
Morgan Stanley
February 2010 - Present · 16 yrs 5 mos
Previous Registrations
Jesup & Lamont Securities CORPBroker
May 2008 - April 2009 · 11 mos
Jesup & Lamont Securities CORP.
May 2008 - April 2009 · 11 mos
Empire Investment Advisors. INC
March 2007 - December 2008 · 1 yr 9 mos
Empire Financial Group, INC.Broker
March 2007 - December 2008 · 1 yr 9 mos
Global Crown Capital, LLCBroker
July 2006 - March 2007 · 8 mos
State Registrations34 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.