HC
HC

Ho Chung

13 Years of Experience
Palo Alto, CA
Broker

Ho Chung is a registered investment advisor at Morgan Stanley, based in Palo Alto, 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

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.

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Other Business Activities

Hoyin owns rental real estate property in Fremont, California, since March 2023. This activity is investment-related and involves property management.

Employment History
Current Registrations
Morgan Stanley
July 2016 - Present · 9 yrs 10 mos
Morgan StanleyBroker
August 2014 - Present · 11 yrs 9 mos
Previous Registrations
J.P. Morgan Securities LLCBroker
October 2012 - July 2013 · 9 mos
Chase Investment Services CORP.Broker
February 2012 - October 2012 · 8 mos
State Registrations36 states
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AdvisorBrokerBoth

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Exams
No exam information available for this advisor.