MZ
MZ

Mengxin Zhou

3 Years of Experience
Pasadena, CA
Broker

Mengxin Zhou is a registered investment advisor at Morgan Stanley, based in Pasadena, CA, with 3 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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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Mengxin is a sole proprietor/owner of a rental property in Marina Del Rey, California, since May 2024. Mengxin spends minimal time on property management after business hours.

Employment History
Current Registrations
Morgan Stanley
August 2024 - Present · 1 yr 9 mos
Morgan StanleyBroker
July 2024 - Present · 1 yr 10 mos
Previous Registrations
Cetera Investment Advisers LLC
October 2014 - June 2016 · 1 yr 8 mos
Cetera Investment Services LLCBroker
October 2014 - June 2016 · 1 yr 8 mos
LPL Financial LLCBroker
August 2014 - September 2014 · 1 mo
State Registrations26 states
AZCACOCTDEFLGAHIILINMAMDMIMNMONCNDNJNVNYOHORTXUTVAWA
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.