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Andrew Chang

12 Years of Experience
Palo Alto, CA
Broker

Andrew Chang is a registered investment advisor at Morgan Stanley, based in Palo Alto, CA, 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

245 Lytton Avenue, Suite 200, Palo Alto, CA, 94301

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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

Andrew owns rental property in Hayward, California since 2022. He spends minimal time on administrative tasks related to this property after business hours.

Employment History
Current Registrations
Morgan Stanley
March 2015 - Present · 11 yrs 2 mos
Morgan StanleyBroker
March 2015 - Present · 11 yrs 2 mos
Previous Registrations
Ameriprise Financial Services, INC.
January 2014 - March 2015 · 1 yr 2 mos
Ameriprise Financial Services, INC.Broker
August 2013 - March 2015 · 1 yr 7 mos
State Registrations28 states
AZCACOCTDEFLGAHIILINKSMAMEMTNCNJNMNVNYOHOKORPASCTXUTVAWA
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.
Andrew Chang - Financial Advisor | TrueAdvisor