Linh Tran is a registered investment advisor at Morgan Stanley, based in Palo Alto, 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
245 Lytton Avenue, Suite 200, Palo Alto, CA, 94301
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Regulatory History (1)
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Customer Dispute
August 2022Denied
Other Business Activities
Linh is a sole proprietor/owner/partner of Little Builders' Day Care since 2015, spending minimal time after business hours. She is also a board member for ALKAL Franz LLC (real estate) and Little Builders International Academy LLC (education), dedicating minimal time to each.
Employment History
Current Registrations
Morgan Stanley
June 2009 - Present · 16 yrs 11 mos
Morgan StanleyBroker
June 2009 - Present · 16 yrs 11 mos
Previous Registrations
Morgan Stanley & CO. Incorporated
October 2007 - June 2009 · 1 yr 8 mos
Morgan Stanley & CO. IncorporatedBroker
July 2007 - June 2009 · 1 yr 11 mos
State Registrations23 states
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AdvisorBrokerBoth
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Exams
No exam information available for this advisor.