Shu Zhang is a registered investment advisor at Morgan Stanley, based in Atlanta, GA, with 17 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
3280 Peachtree Road Northeast, Suite 1900, Atlanta, GA, 30305
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Regulatory History (1)
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Customer Dispute
March 2022Settled
Other Business Activities
Shu is a sole proprietor/owner of retail/online stores since February 2025, focusing on business development/growth, sales/marketing, administrative tasks, customer service, and labor/service. This takes about 10-20% of Shu's time after business hours.
Employment History
Current Registrations
Morgan Stanley
June 2016 - Present · 9 yrs 11 mos
Morgan StanleyBroker
June 2016 - Present · 9 yrs 11 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
March 2009 - April 2016 · 7 yrs 1 mo
Banc of America Securities LLCBroker
September 2008 - November 2010 · 2 yrs 2 mos
State Registrations20 states
CACTDEFLGAILMINCNHNJNMNVNYPASCSDTNTXUTVA
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.