Shu Zhang is a registered investment advisor at Morgan Stanley, based in Atlanta, GA, with 17 years of industry experience. Shu is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, High Net Worth, Investment Management, Retirement Planning. Their firm serves 2,703,720 clients with $2000B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Morgan Stanley Smith Barney LLC charges a fee for its consulting services, which is generally payable quarterly in advance. The maximum fee for the services is $500,000, and fees are negotiable between the client and their private wealth advisor.
Location
3280 Peachtree Road Northeast, Suite 1900, Atlanta, GA, 30305
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Regulatory History (1)
Customer Dispute
March 2022Other 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
Morgan StanleyBroker
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Banc of America Securities LLCBroker
State Registrations22 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.
Exams
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