Tommy Huynh is a CFP-designated registered investment advisor at Morgan Stanley, based in Oakland, CA, with 10 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
1999 Harrison Street, Suite 2200, Oakland, CA, 94612
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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
March 2022 - Present · 4 yrs 4 mos
Morgan Stanley
March 2022 - Present · 4 yrs 4 mos
Previous Registrations
Citigroup Global Markets INC.
December 2017 - March 2022 · 4 yrs 3 mos
Citigroup Global Markets INC.Broker
December 2017 - March 2022 · 4 yrs 3 mos
J.P. Morgan Securities LLCBroker
June 2016 - December 2017 · 1 yr 6 mos
J.P. Morgan Securities LLC
June 2016 - December 2017 · 1 yr 6 mos
Ameriprise Financial Services, INC.
January 2016 - June 2016 · 5 mos
Ameriprise Financial Services, INC.Broker
December 2015 - June 2016 · 6 mos
State Registrations43 states
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AdvisorBrokerBoth
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Exams
No exam information available for this advisor.