Van Liao is a registered investment advisor at Morgan Stanley, based in Boston, MA, 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
Firm Size
IM Fee
Assets Under Management
Fee Structure
Location
28 State Street 26th Floor, Boston, MA, 02110
Get directionsHistory
Regulatory History
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 →Other Business Activities
Van is a sole proprietor/owner of a rental property in Malden, Massachusetts, since 2014. He dedicates minimal time to property management outside of business hours.
Employment History
Current Registrations
Morgan StanleyBroker
Morgan Stanley
Previous Registrations
Citizens Securities, INC.
Citizens Securities, INC.Broker
LPL Financial LLCBroker
LPL Financial LLC
Calibre Advisory Services INC.
State Registrations53 states
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.