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Frank Yong

16 Years of Experience
Jacksonville, FL
Broker

Frank Yong is a registered investment advisor at Morgan Stanley, based in Jacksonville, FL, 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
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

6735 Southpoint Drive, Jacksonville, FL, 32216

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History

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.

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Other Business Activities

Frank owns HK Livestock LLC, a cattle ranching business, since 2007, dedicating minimal time outside business hours. He also owns Y-Suwannee River Ranch LLC, an agriculture business, since 2019, spending about a quarter of his time on it after business hours.

Employment History
Current Registrations
Morgan Stanley
July 2011 - Present · 14 yrs 10 mos
Morgan StanleyBroker
June 2011 - Present · 14 yrs 11 mos
Previous Registrations
Morgan Keegan & Company, INC.
September 2009 - June 2011 · 1 yr 9 mos
Morgan Keegan & Company, INC.Broker
August 2009 - June 2011 · 1 yr 10 mos
State Registrations43 states
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AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
Frank Yong - Financial Advisor | TrueAdvisor