Katy Zhao is a registered investment advisor at Morgan Stanley, based in Pasadena, CA, with 16 years of industry experience. Their practice areas include Investment Management. Their firm serves 2,539,760 clients with $1700B in assets under management.
Compensation
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Location
55 South Lake Avenue Pasadena Towers - Tower II, Suite 700, Pasadena, CA, 91101
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Regulatory History (2)
Customer Dispute
January 2026Customer Dispute
February 2025Other Business Activities
Katy owns rental property in Coopersburg, PA since 2016, dedicating minimal time outside of business hours. Katy also receives rental income from real estate in Valley Glen, California since 2021 and dedicates minimal time to property management. Additionally, Katy did one-time modeling for a clothing retailer in 2017.
Employment History
Current Registrations
Morgan Stanley
Morgan StanleyBroker
State Registrations31 states
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