EC
EC

Edward Choi

12 Years of Experience
Beverly Hills, CA
Broker

Edward Choi is a registered investment advisor at Morgan Stanley, based in Beverly Hills, 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
Loading...

Location

9665 Wilshire Boulevard, Suite 600, Beverly Hills, CA, 90212

Get directions

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.

Learn about disclosures →
Employment History
Current Registrations
Morgan Stanley
July 2016 - Present · 9 yrs 10 mos
Morgan StanleyBroker
July 2016 - Present · 9 yrs 10 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
September 2015 - July 2016 · 10 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
September 2015 - July 2016 · 10 mos
Wedbush Securities INC.Broker
November 2014 - March 2015 · 4 mos
AXA Advisors, LLCBroker
June 2014 - November 2014 · 5 mos
J.P. Morgan Securities LLCBroker
October 2012 - February 2014 · 1 yr 4 mos
Chase Investment Services CORP.Broker
May 2012 - October 2012 · 5 mos
State Registrations38 states
ALAZCACOCTDCDEFLGAHIIAIDILINKYMAMDMEMIMNMOMSMTNCNJNMNVNYOHORPASCTNTXUTVAWAWI
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.