Kelvin Wong is a CFP-designated registered investment advisor at Morgan Stanley, based in Menlo Park, 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
Firm Size
IM Fee
Assets Under Management
Fee Structure
Location
4500 Bohannon Drive, Menlo Park, CA, 94025
Get directionsHistory
Regulatory History
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 →Other Business ActivitiesSells Insurance
Kelvin receives commission trails from health insurance businesses including Anthem Blue Cross, Kaiser Permanente, and Blue Shield of California. He dedicates minimal time to these activities.
Employment History
Current Registrations
Morgan Stanley
Morgan StanleyBroker
Previous Registrations
E*trade Capital Management, LLC
E*trade Securities LLCBroker
Waddell & ReedBroker
Waddell & Reed
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
Park Avenue Securities LLCBroker
State Registrations53 states
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.