Pang Wong is a registered investment advisor at Morgan Stanley, based in Folsom, CA, with 9 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
Loading...
Location
2365 Iron Point Road, Suite 235, Folsom, CA, 95630
Get directionsHistory
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.
Learn about disclosures →Employment History
Current Registrations
Morgan StanleyBroker
February 2026 - Present · 3 mos
Morgan Stanley
February 2026 - Present · 3 mos
Previous Registrations
UBS Financial Services INC.
July 2024 - February 2026 · 1 yr 7 mos
UBS Financial Services INC.Broker
March 2024 - February 2026 · 1 yr 11 mos
J.P. Morgan Securities LLCBroker
October 2012 - November 2017 · 5 yrs 1 mo
Chase Investment Services CORP.Broker
April 2010 - October 2012 · 2 yrs 6 mos
State Registrations30 states
AZCACOFLIDILMAMIMNMTNCNENHNJNMNVNYOHOKORPASCSDTNTXUTVAVTWAWI
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.