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Alan Ho

10 Years of Experience
Honolulu, HI
Broker

Alan Ho is a registered investment advisor at Morgan Stanley, based in Honolulu, HI, 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

733 Bishop Street, Suite 2800, Honolulu, HI, 96813

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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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Other Business Activities

Alan owns rental real estate in Honolulu, Hawaii since November 2021. This activity is investment-related and does not require time during or after business hours.

Employment History
Current Registrations
Morgan Stanley
May 2015 - Present · 11 yrs
Morgan StanleyBroker
April 2015 - Present · 11 yrs 1 mo
State Registrations28 states
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AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
Alan Ho - Financial Advisor | TrueAdvisor