KC
KC

Kenny Chang

12 Years of Experience
Paramus, NJ
Broker

Kenny Chang is a registered investment advisor at Morgan Stanley, based in Paramus, NJ, 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
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Location

Mack Center Iv, South 61, Paramus Road, Paramus, NJ, 07652

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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.

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Employment History
Current Registrations
Morgan Stanley
March 2020 - Present · 6 yrs 2 mos
Morgan StanleyBroker
March 2020 - Present · 6 yrs 2 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
January 2014 - March 2020 · 6 yrs 2 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
December 2013 - March 2020 · 6 yrs 3 mos
State Registrations30 states
AZCACOCTDCDEFLGAILMAMDMEMONCNHNJNVNYOHPARISCSDTNTXUTVAVTWAWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
Kenny Chang - Financial Advisor | TrueAdvisor