Shanny So is a registered investment advisor at Morgan Stanley, based in West Conshohocken, PA, 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
Firm Size
IM Fee
Assets Under Management
Fee Structure
Location
100 Front Street, Suite 600, West Conshohocken, PA, 19428
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Shanny volunteers as a tax preparer for the Tzu Chi Buddhist Foundation's Volunteer Income Tax Associates (VITA) program, assisting low-income individuals with their tax returns during February and March. This activity takes about 10-20% of Shanny's time during those months.
Employment History
Current Registrations
Morgan Stanley
Morgan StanleyBroker
Previous Registrations
Hsbc Securities (USA) INC.
Hsbc Securities (USA) INC.Broker
State Registrations40 states
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