AC
ChFC
AC
ChFC

Alan Chew

15 Years of Experience
Dallas, TX
Broker

Alan Chew is a ChFC-designated registered investment advisor at Morgan Stanley, based in Dallas, TX, with 15 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

5001 Spring Valley Road, Suite 900W, Dallas, TX, 75244

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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

Alan owns rental properties in Plano, TX (since 2017) and College Station, TX (since 2022). He dedicates minimal time outside of business hours to property management.

Employment History
Current Registrations
Morgan Stanley
February 2022 - Present · 4 yrs 3 mos
Morgan Stanley
February 2022 - Present · 4 yrs 3 mos
Morgan StanleyBroker
February 2022 - Present · 4 yrs 3 mos
Previous Registrations
Nylife Distributors LLCBroker
May 2021 - February 2022 · 9 mos
Eagle Strategies LLC
February 2011 - February 2022 · 11 yrs
Nylife Securities LLCBroker
August 2010 - June 2021 · 10 yrs 10 mos
State Registrations28 states
ALARCACOFLGAILINKSKYMAMNMSMTNCNDNENMNVNYPRRISCSDTXUTWAWI
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.