Adam Cho is a CFA-designated registered investment advisor at Morgan Stanley, based in San Francisco, CA, 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
Loading...
Location
101 California Street 23rd Floor, San Francisco, CA, 94111
Get directionsHistory
Regulatory History
Clean regulatory record
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 →Employment History
Current Registrations
Morgan Stanley
January 2019 - Present · 7 yrs 4 mos
Morgan StanleyBroker
January 2019 - Present · 7 yrs 4 mos
Previous Registrations
Wells Fargo Clearing Services, LLC
January 2011 - February 2019 · 8 yrs 1 mo
Wells Fargo Clearing Services, LLCBroker
January 2011 - February 2019 · 8 yrs 1 mo
Wells Fargo Investments, LLC
March 2010 - January 2011 · 10 mos
Wells Fargo Investments, LLCBroker
November 2009 - January 2011 · 1 yr 2 mos
Sanford C. Bernstein & CO., LLCBroker
July 2008 - November 2009 · 1 yr 4 mos
State Registrations21 states
AZCACODCFLGAIDILMAMDMNMOMTNVNYOHTNTXVTWAWI
AdvisorBrokerBoth
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
No exam information available for this advisor.