Andrew Yoon is a registered investment advisor at Morgan Stanley, based in Pasadena, CA, with 13 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
55 South Lake Avenue Pasadena Towers - Tower II, Suite 700, Pasadena, CA, 91101
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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
August 2023 - Present · 2 yrs 9 mos
Morgan Stanley
August 2023 - Present · 2 yrs 9 mos
Previous Registrations
Wells Fargo Clearing Services, LLCBroker
July 2022 - August 2023 · 1 yr 1 mo
Wells Fargo Clearing Services, LLC
July 2022 - August 2023 · 1 yr 1 mo
Fidelity Personal and Workplace Advisors
September 2020 - July 2021 · 10 mos
Fidelity Brokerage Services LLCBroker
September 2020 - June 2021 · 9 mos
J.P. Morgan Securities LLC
October 2018 - September 2020 · 1 yr 11 mos
J.P. Morgan Securities LLCBroker
October 2018 - September 2020 · 1 yr 11 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
February 2015 - October 2018 · 3 yrs 8 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
February 2015 - October 2018 · 3 yrs 8 mos
AXA Advisors, LLC
April 2011 - December 2014 · 3 yrs 8 mos
AXA Advisors, LLCBroker
March 2011 - December 2014 · 3 yrs 9 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.