Sherwin Lau is a registered investment advisor at Morgan Stanley, based in San Mateo, 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
Firm Size
IM Fee
Assets Under Management
Fee Structure
Location
411 Borel Avenue, Suite 220, San Mateo, CA, 94402
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Sherwin is a partner in a real estate rental property in Pleasant Hill, California, since October 2022. This property management activity does not take place during business hours.
Employment History
Current Registrations
Morgan Stanley
Morgan StanleyBroker
Previous Registrations
UBS Financial Services INC.
UBS Financial Services INC.Broker
State Registrations16 states
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