Tsun Luo is a registered investment advisor at Morgan Stanley, based in Palm Beach, FL, 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
450 Royal Palm Way, 5th Floor, Palm Beach, FL, 33480
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Regulatory History (1)
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Criminal
July 2003Final Disposition
Other Business Activities
Tsun is a partner in a real estate business in Palm Beach Gardens, Florida, since March 2020. This investment-related activity requires minimal time outside of business hours for administrative tasks.
Employment History
Current Registrations
Morgan StanleyBroker
February 2020 - Present · 6 yrs 3 mos
Morgan Stanley
February 2020 - Present · 6 yrs 3 mos
Previous Registrations
J.P. Morgan Securities LLC
August 2010 - March 2020 · 9 yrs 7 mos
J.P. Morgan Securities LLCBroker
August 2010 - March 2020 · 9 yrs 7 mos
Morgan Stanley Smith BarneyBroker
June 2009 - August 2010 · 1 yr 2 mos
Morgan Stanley Smith Barney LLC
June 2009 - August 2010 · 1 yr 2 mos
Citigroup Global Markets INC.
March 2007 - June 2009 · 2 yrs 3 mos
Citigroup Global Markets INC.Broker
February 2007 - June 2009 · 2 yrs 4 mos
State Registrations40 states
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AdvisorBrokerBoth
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Exams
No exam information available for this advisor.