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.
2800 Post Oak Boulevard, Suite 3200, Houston, TX, 77056
Get directionsNo 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 →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.
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.