DC
DC

Demi Chan

12 Years of Experience
Houston, TX
Broker

Demi Chan is a registered investment advisor at Morgan Stanley, based in Houston, TX, with 12 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

2800 Post Oak Boulevard, Suite 3200, Houston, TX, 77056

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Demi is a board member and on the finance committee for RaiseUp Families, a charitable non-profit, spending minimal time during business hours and a few hours per week after hours. Demi also serves on the advisory board for Women's Master's Network, a fraternal society, dedicating minimal time after business hours for business development and labor/service.

Employment History
Current Registrations
Morgan Stanley
October 2013 - Present · 12 yrs 9 mos
Morgan StanleyBroker
June 2013 - Present · 13 yrs 1 mo
State Registrations44 states
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AdvisorBrokerBoth

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Exams
No exam information available for this advisor.